Capital Fund Management (CFM)
TEX icon

Capital Fund Management (CFM)’s Terex TEX Stock Holding History

Capital Fund Management (CFM)’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-21,200
Closed -$1.09M – 2653
2025
Q3 		$1.09M Sell
21,200
-8,700
-29% -$443K ﹤0.01% 2067
2025
Q2 		$1.4M Buy
29,900
+7,400
+33% +$309K ﹤0.01% 1862
2025
Q1 		$850K Buy
+22,500
New +$982K ﹤0.01% 1723
2024
Q1 		– Sell
-21,000
Closed -$1.21M – 2276
2023
Q4 		$1.21M Sell
21,000
-8,400
-29% -$434K ﹤0.01% 1768
2023
Q3 		$1.69M Buy
+29,400
New +$1.75M 0.01% 1437
2021
Q4 		– Sell
-26,400
Closed -$1.11M – 1854
2021
Q3 		$1.11M Sell
26,400
-36,900
-58% -$1.75M 0.01% 1156
2021
Q2 		$3.01M Buy
+63,300
New +$3.07M 0.02% 776
2018
Q3 		– Sell
-21,100
Closed -$890K – 2268
2018
Q2 		$890K Sell
21,100
-17,400
-45% -$691K ﹤0.01% 1380
2018
Q1 		$1.44M Buy
38,500
+31,700
+466% +$1.38M 0.01% 1118
2017
Q4 		$328K Buy
+6,800
New +$313K ﹤0.01% 1596
2015
Q3 		– Sell
-9,600
Closed -$223K – 1664
2015
Q2 		$223K Sell
9,600
-10,000
-51% -$264K ﹤0.01% 1376
2015
Q1 		$521K Buy
+19,600
New +$495K 0.01% 1038
2014
Q2 		– Sell
-20,900
Closed -$926K – 1930
2014
Q1 		$926K Sell
20,900
-62,600
-75% -$2.63M 0.01% 988
2013
Q4 		$3.51M Sell
83,500
-19,000
-19% -$689K 0.04% 506
2013
Q3 		$3.44M Sell
102,500
-340,400
-77% -$10.3M 0.05% 466
2013
Q2 		$11.6M Buy
+442,900
New +$13.7M 0.18% 125

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Fund Management (CFM)'s TEX Position: Q2 2026 in Review

Capital Fund Management (CFM) sold out of Terex (TEX) in Q2 2026, closing a stake of 95,329 shares — an estimated $5.63M sold.

Capital Fund Management (CFM) first reported a position in TEX in Q2 2013 and held it in 31 quarters. The position peaked at $12.7M in Q1 2018. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Capital Fund Management (CFM) reported no remaining Terex position as of Q2 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 95,329 Terex shares in Q2 2026, an estimated $5.63M.
  • Capital Fund Management (CFM) first reported a position in Terex in Q2 2013 and held it in 31 quarters.
  • Capital Fund Management (CFM)'s Terex position peaked at $12.7M in Q1 2018.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.