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SBI Securities’s Columbus McKinnon CMCO Stock Holding History

SBI Securities’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 		$45 Sell
3
-20
-87% -$298 ﹤0.01% 3691
2026
Q1 		$334 Hold
23
– – ﹤0.01% 3033
2025
Q4 		$397 Sell
23
-1
-4% -$16 ﹤0.01% 2958
2025
Q3 		$344 Buy
24
+1
+4% +$15 ﹤0.01% 3125
2025
Q2 		$351 Buy
23
+20
+667% +$306 ﹤0.01% 3111
2025
Q1 		$51 Buy
+3
New +$78 ﹤0.01% 3640

Other funds holding CMCO

BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

SBI Securities's CMCO Position: Q2 2026 in Review

SBI Securities reduced its Columbus McKinnon (CMCO) stake by 87% in Q2 2026, selling an estimated $298 and leaving 3 shares worth $45. The position accounts for ﹤0.01% of the portfolio, ranked #3691.

SBI Securities first reported a position in CMCO in Q1 2025 and has held it in 6 quarters since. The position peaked at $397 in Q4 2025. 18 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

  • SBI Securities held 3 shares of Columbus McKinnon worth $45 as of Q2 2026.
  • SBI Securities sold 20 Columbus McKinnon shares in Q2 2026, an estimated $298.
  • Columbus McKinnon made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3691 holding.
  • SBI Securities first reported a position in Columbus McKinnon in Q1 2025 and has held it in 6 quarters since.
  • SBI Securities's Columbus McKinnon position peaked at $397 in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.