Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Columbus McKinnon CMCO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CMCO Stock Details CMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$692K Sell
47,642
-1,085
-2% -$20.2K ﹤0.01% 1793
2025
Q4 		$841K Buy
48,727
+12,043
+33% +$193K ﹤0.01% 1602
2025
Q3 		$526K Buy
36,684
+10,409
+40% +$157K ﹤0.01% 1766
2025
Q2 		$401K Buy
26,275
+22,853
+668% +$349K ﹤0.01% 1694
2025
Q1 		$58K Buy
3,422
+1,512
+79% +$39.3K ﹤0.01% 2849
2024
Q4 		$71K Buy
1,910
+444
+30% +$16.1K ﹤0.01% 2518
2024
Q3 		$53K Sell
1,466
-351
-19% -$11.9K ﹤0.01% 2639
2024
Q2 		$63K Buy
1,817
+1,584
+680% +$64.3K ﹤0.01% 2299
2024
Q1 		$10K Buy
+233
New +$9.42K ﹤0.01% 3317
2023
Q4 		– Sell
-2
Closed – – 4177
2023
Q3 		$0 Buy
+2
New +$76 ﹤0.01% 4218
2023
Q1 		– Sell
-14
Closed – – 4082
2022
Q4 		$0 Sell
14
-326
-96% -$9.63K ﹤0.01% 3997
2022
Q3 		$9K Buy
340
+82
+32% +$2.5K ﹤0.01% 2735
2022
Q2 		$7K Buy
258
+116
+82% +$3.99K ﹤0.01% 2785
2022
Q1 		$6K Buy
142
+100
+238% +$4.52K ﹤0.01% 2731
2021
Q4 		$2K Buy
+42
New +$2.03K ﹤0.01% 3098

Other funds holding CMCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Stanley Capital Management Houston, Texas $754M AUM 69.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CMCO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Columbus McKinnon (CMCO) stake by 2.2% in Q1 2026, selling an estimated $20.2K and leaving 47,642 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

Carson Wealth (CWM LLC) first reported a position in CMCO in Q4 2021 and has held it in 15 quarters since. The position peaked at $841K in Q4 2025. 199 funds tracked by Wall St. Rank hold CMCO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 47,642 shares of Columbus McKinnon worth $692K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,085 Columbus McKinnon shares in Q1 2026, an estimated $20.2K.
  • Columbus McKinnon made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1793 holding.
  • Carson Wealth (CWM LLC) first reported a position in Columbus McKinnon in Q4 2021 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Columbus McKinnon position peaked at $841K in Q4 2025.
  • 199 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.