Jones Financial Companies
CMCO icon

Jones Financial Companies’s Columbus McKinnon CMCO Stock Holding History

Jones Financial Companies’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 		$9.68K Hold
688
– – ﹤0.01% 3591
2025
Q4 		$11.9K Buy
688
+12
+2% +$192 ﹤0.01% 3144
2025
Q3 		$9.88K Buy
676
+121
+22% +$1.82K ﹤0.01% 3084
2025
Q2 		$8.56K Hold
555
– – ﹤0.01% 2928
2025
Q1 		$9.46K Buy
+555
New +$14.4K ﹤0.01% 2734
2022
Q3 		– Sell
-22
Closed -$1K – 568
2022
Q2 		$1K Buy
+22
New +$757 ﹤0.01% 626

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 $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 $1.61T AUM 30.72% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Jones Financial Companies's CMCO Position: Q1 2026 in Review

Jones Financial Companies held its Columbus McKinnon (CMCO) position steady in Q1 2026 at 688 shares worth $9.68K. The position accounts for ﹤0.01% of the portfolio, ranked #3591.

Jones Financial Companies first reported a position in CMCO in Q2 2022 and has held it in 6 quarters since. The position peaked at $11.9K in Q4 2025. 199 funds tracked by Wall St. Rank hold CMCO as of Q1 2026.

  • Jones Financial Companies held 688 shares of Columbus McKinnon worth $9.68K as of Q1 2026.
  • Jones Financial Companies left its Columbus McKinnon share count unchanged in Q1 2026.
  • Columbus McKinnon made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3591 holding.
  • Jones Financial Companies first reported a position in Columbus McKinnon in Q2 2022 and has held it in 6 quarters since.
  • Jones Financial Companies's Columbus McKinnon position peaked at $11.9K in Q4 2025.
  • 199 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.