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IEQ Capital’s Columbus McKinnon CMCO Stock Holding History

IEQ Capital’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 		$1.95M Buy
134,304
+3,350
+3% +$62.5K 0.01% 776
2025
Q4 		$2.26M Buy
130,954
+53,625
+69% +$860K 0.01% 749
2025
Q3 		$1.11M Buy
77,329
+16,968
+28% +$255K ﹤0.01% 971
2025
Q2 		$922K Buy
+60,361
New +$922K 0.01% 886

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 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 $868M AUM 56.95% 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 $1.61T AUM 30.72% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

IEQ Capital's CMCO Position: Q1 2026 in Review

IEQ Capital increased its Columbus McKinnon (CMCO) stake by 2.6% in Q1 2026, buying an estimated $62.5K and bringing the position to 134,304 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #776.

IEQ Capital first reported a position in CMCO in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.26M in Q4 2025. 199 funds tracked by Wall St. Rank hold CMCO as of Q1 2026.

  • IEQ Capital held 134,304 shares of Columbus McKinnon worth $1.95M as of Q1 2026.
  • IEQ Capital bought 3,350 Columbus McKinnon shares in Q1 2026, an estimated $62.5K.
  • Columbus McKinnon made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #776 holding.
  • IEQ Capital first reported a position in Columbus McKinnon in Q2 2025 and has held it in 4 quarters since.
  • IEQ Capital's Columbus McKinnon position peaked at $2.26M in Q4 2025.
  • 199 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.