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Spectrum Wealth Counsel’s Columbus McKinnon CMCO Stock Holding History

Spectrum Wealth Counsel’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 		$373 Hold
22
– – ﹤0.01% 351
2024
Q4 		$820 Hold
22
– – ﹤0.01% 346
2024
Q3 		$792 Buy
+22
New +$746 ﹤0.01% 371

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

Spectrum Wealth Counsel's CMCO Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Columbus McKinnon (CMCO) position steady in Q1 2025 at 22 shares worth $373. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Spectrum Wealth Counsel first reported a position in CMCO in Q3 2024 and has held it in 3 quarters since. The position peaked at $820 in Q4 2024. 208 funds tracked by Wall St. Rank hold CMCO as of Q1 2025.

  • Spectrum Wealth Counsel held 22 shares of Columbus McKinnon worth $373 as of Q1 2025.
  • Spectrum Wealth Counsel left its Columbus McKinnon share count unchanged in Q1 2025.
  • Columbus McKinnon made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #351 holding.
  • Spectrum Wealth Counsel first reported a position in Columbus McKinnon in Q3 2024 and has held it in 3 quarters since.
  • Spectrum Wealth Counsel's Columbus McKinnon position peaked at $820 in Q4 2024.
  • 208 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.