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Essex Investment Management’s Columbus McKinnon CMCO Stock Holding History

Essex Investment Management’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 		$3.08M Buy
211,707
+3,717
+2% +$69.3K 0.49% 80
2025
Q4 		$3.59M Buy
+207,990
New +$3.33M 0.55% 68
2020
Q1 		– Sell
-53,251
Closed -$2.13M – 400
2019
Q4 		$2.13M Buy
53,251
+2,513
+5% +$97.2K 0.26% 123
2019
Q3 		$1.85M Sell
50,738
-5,883
-10% -$218K 0.27% 112
2019
Q2 		$2.38M Buy
56,621
+7,937
+16% +$302K 0.33% 92
2019
Q1 		$1.67M Sell
48,684
-1,665
-3% -$57.9K 0.25% 132
2018
Q4 		$1.52M Sell
50,349
-3,345
-6% -$113K 0.24% 131
2018
Q3 		$2.12M Sell
53,694
-35,511
-40% -$1.48M 0.25% 123
2018
Q2 		$3.87M Buy
89,205
+37,741
+73% +$1.46M 0.48% 53
2018
Q1 		$1.84M Sell
51,464
-3,801
-7% -$146K 0.24% 123
2017
Q4 		$2.21M Sell
55,265
-499
-0.9% -$19.1K 0.29% 104
2017
Q3 		$2.11M Sell
55,764
-1,169
-2% -$35.7K 0.29% 108
2017
Q2 		$1.45M Buy
56,933
+14,970
+36% +$388K 0.21% 164
2017
Q1 		$1.04M Buy
41,963
+10,342
+33% +$272K 0.16% 181
2016
Q4 		$855K Sell
31,621
-8,320
-21% -$187K 0.14% 181
2016
Q3 		$713K Buy
+39,941
New +$668K 0.11% 218

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 $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $1.66T AUM 25.57% 1-Year Est. Return
SCM
Stanley Capital Management Houston, Texas $598M AUM 33.22% 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

Essex Investment Management's CMCO Position: Q1 2026 in Review

Essex Investment Management increased its Columbus McKinnon (CMCO) stake by 1.8% in Q1 2026, buying an estimated $69.3K and bringing the position to 211,707 shares worth $3.08M. The position accounts for 0.49% of the portfolio, ranked #80.

Essex Investment Management first reported a position in CMCO in Q3 2016 and has held it in 16 quarters since. The position peaked at $3.87M in Q2 2018. 199 funds tracked by Wall St. Rank hold CMCO as of Q1 2026.

  • Essex Investment Management held 211,707 shares of Columbus McKinnon worth $3.08M as of Q1 2026.
  • Essex Investment Management bought 3,717 Columbus McKinnon shares in Q1 2026, an estimated $69.3K.
  • Columbus McKinnon made up 0.49% of Essex Investment Management's portfolio in Q1 2026, its #80 holding.
  • Essex Investment Management first reported a position in Columbus McKinnon in Q3 2016 and has held it in 16 quarters since.
  • Essex Investment Management's Columbus McKinnon position peaked at $3.87M in Q2 2018.
  • 199 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.