IFP Advisors’s Columbus McKinnon CMCO Stock Holding History

IFP Advisors’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 Q2	$2.39K	Sell	158 -174	-52%	-$2.59K	﹤0.01%	4159
2026 Q1	$4.82K	Sell	332 -90	-21%	-$1.68K	﹤0.01%	3549
2025 Q4	$7.28K	Buy	422 +304	+258%	+$4.87K	﹤0.01%	3232
2025 Q3	$1.69K	Buy	118 +1	+0.9%	+$15	﹤0.01%	3767
2025 Q2	$1.79K	Buy	117 +105	+875%	+$1.6K	﹤0.01%	3947
2025 Q1	$203	Hold	12	–	–	﹤0.01%	3665
2024 Q4	$447	Buy	+12	New	+$436	﹤0.01%	3447
2023 Q3	–	Sell	-21	Closed	-$854	–	3342
2023 Q2	$854	Buy	+21	New	+$776	﹤0.01%	3114
2023 Q1	–	Sell	-78	Closed	-$4K	–	3552
2022 Q4	$4K	Sell	78 -25	-24%	-$739	﹤0.01%	3868
2022 Q3	$5K	Buy	+103	New	+$3.14K	﹤0.01%	4007

Other funds holding CMCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BGC

Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

SCM

Stanley Capital Management Houston, Texas $754M AUM 69.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

IFP Advisors's CMCO Position: Q2 2026 in Review

IFP Advisors reduced its Columbus McKinnon (CMCO) stake by 52% in Q2 2026, selling an estimated $2.59K and leaving 158 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #4159.

IFP Advisors first reported a position in CMCO in Q3 2022 and has held it in 10 quarters since. The position peaked at $7.28K in Q4 2025. 175 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

IFP Advisors held 158 shares of Columbus McKinnon worth $2.39K as of Q2 2026.
IFP Advisors sold 174 Columbus McKinnon shares in Q2 2026, an estimated $2.59K.
Columbus McKinnon made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4159 holding.
IFP Advisors first reported a position in Columbus McKinnon in Q3 2022 and has held it in 10 quarters since.
IFP Advisors's Columbus McKinnon position peaked at $7.28K in Q4 2025.
175 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.