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Larson Financial Group’s Columbus McKinnon CMCO Stock Holding History

Larson Financial Group’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 		$1.73K Hold
119
– – ﹤0.01% 3003
2025
Q4 		$2.05K Hold
119
– – ﹤0.01% 2778
2025
Q3 		$1.71K Hold
119
– – ﹤0.01% 2767
2025
Q2 		$1.82K Buy
+119
New +$1.82K ﹤0.01% 2444

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

Larson Financial Group's CMCO Position: Q1 2026 in Review

Larson Financial Group held its Columbus McKinnon (CMCO) position steady in Q1 2026 at 119 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #3003.

Larson Financial Group first reported a position in CMCO in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.05K in Q4 2025. 199 funds tracked by Wall St. Rank hold CMCO as of Q1 2026.

  • Larson Financial Group held 119 shares of Columbus McKinnon worth $1.73K as of Q1 2026.
  • Larson Financial Group left its Columbus McKinnon share count unchanged in Q1 2026.
  • Columbus McKinnon made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3003 holding.
  • Larson Financial Group first reported a position in Columbus McKinnon in Q2 2025 and has held it in 4 quarters since.
  • Larson Financial Group's Columbus McKinnon position peaked at $2.05K in Q4 2025.
  • 199 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2026.

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