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 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 $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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 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 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 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

IFP Advisors's CMCO Position: Q1 2026 in Review

IFP Advisors reduced its Columbus McKinnon (CMCO) stake by 21% in Q1 2026, selling an estimated $1.68K and leaving 332 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #3549.

IFP Advisors first reported a position in CMCO in Q3 2022 and has held it in 9 quarters since. The position peaked at $7.28K in Q4 2025. 199 funds tracked by Wall St. Rank hold CMCO as of Q1 2026.

IFP Advisors held 332 shares of Columbus McKinnon worth $4.82K as of Q1 2026.
IFP Advisors sold 90 Columbus McKinnon shares in Q1 2026, an estimated $1.68K.
Columbus McKinnon made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3549 holding.
IFP Advisors first reported a position in Columbus McKinnon in Q3 2022 and has held it in 9 quarters since.
IFP Advisors's Columbus McKinnon position peaked at $7.28K in Q4 2025.
199 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.