LPL Financial
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LPL Financial’s Columbus McKinnon CMCO Stock Holding History

LPL Financial’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
2025
Q1 		– Sell
-11,420
Closed -$425K – 5380
2024
Q4 		$425K Buy
+11,420
New +$415K ﹤0.01% 4232
2018
Q4 		– Sell
-5,618
Closed -$222K – 3100
2018
Q3 		$222K Buy
+5,618
New +$235K ﹤0.01% 2918

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's CMCO Position: Q1 2025 in Review

LPL Financial sold out of Columbus McKinnon (CMCO) in Q1 2025, closing a stake of 11,420 shares — an estimated $425K sold.

LPL Financial first reported a position in CMCO in Q3 2018 and held it in 2 quarters. The position peaked at $425K in Q4 2024. 208 funds tracked by Wall St. Rank hold CMCO as of Q1 2025.

  • LPL Financial reported no remaining Columbus McKinnon position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 11,420 Columbus McKinnon shares in Q1 2025, an estimated $425K.
  • LPL Financial first reported a position in Columbus McKinnon in Q3 2018 and held it in 2 quarters.
  • LPL Financial's Columbus McKinnon position peaked at $425K in Q4 2024.
  • 208 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.