Simplex Trading’s Columbus McKinnon CMCO Stock Holding History

Simplex Trading’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	$63.9K	Buy	+4,400	New	+$82K	﹤0.01%	5591
2025 Q4	–	Sell	-1,000	Closed	-$14K	–	8728
2025 Q3	$14K	Buy	+1,000	New	+$15K	﹤0.01%	7624
2025 Q2	–	Sell	-500	Closed	-$8K	–	8763
2025 Q1	$8K	Buy	500 +400	+400%	+$10.4K	﹤0.01%	7227
2024 Q4	$3K	Buy	+100	New	+$3.63K	﹤0.01%	7852
2024 Q3	–	Sell	-100	Closed	-$3K	–	8607
2024 Q2	$3K	Buy	+100	New	+$4.06K	﹤0.01%	8086
2022 Q3	–	Sell	-3,300	Closed	-$93K	–	9999
2022 Q2	$93K	Buy	3,300 +2,500	+313%	+$86K	﹤0.01%	5650
2022 Q1	$33K	Buy	800 +700	+700%	+$31.6K	﹤0.01%	7650
2021 Q4	$4K	Buy	+100	New	+$4.83K	﹤0.01%	9649
2021 Q2	–	Sell	-19	Closed	-$100K	–	10099
2021 Q1	$100K	Buy	+19	New	+$906	﹤0.01%	5745
2020 Q4	–	Sell	-14	Closed	-$46K	–	8407
2020 Q3	$46K	Buy	+14	New	+$486	﹤0.01%	5673
2020 Q1	–	Sell	-5	Closed	-$20K	–	7659
2019 Q4	$20K	Hold	5	–	–	﹤0.01%	5942
2019 Q3	$18K	Buy	+5	New	+$186	﹤0.01%	5875
2018 Q2	–	Sell	-16	Closed	-$1K	–	7407
2018 Q1	$1K	Buy	+16	New	+$614	﹤0.01%	5566
2017 Q3	–	Sell	-24	Closed	-$16K	–	5965
2017 Q2	$16K	Buy	+24	New	+$621	﹤0.01%	3513

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

Simplex Trading's CMCO Position: Q1 2026 in Review

Simplex Trading increased its Columbus McKinnon (CMCO) stake by 5% in Q1 2026, buying an estimated $3.39K and bringing the position to 3,838 shares worth $55.8K. The position accounts for ﹤0.01% of the portfolio, ranked #5750.

Simplex Trading first reported a position in CMCO in Q3 2015 and has held it in 20 quarters since. The position peaked at $79K in Q3 2019. 199 funds tracked by Wall St. Rank hold CMCO as of Q1 2026.

Simplex Trading held 3,838 shares of Columbus McKinnon worth $55.8K as of Q1 2026.
Simplex Trading bought 182 Columbus McKinnon shares in Q1 2026, an estimated $3.39K.
Columbus McKinnon made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #5750 holding.
Simplex Trading first reported a position in Columbus McKinnon in Q3 2015 and has held it in 20 quarters since.
Simplex Trading's Columbus McKinnon position peaked at $79K in Q3 2019.
199 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.