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Summit Securities Group’s Columbus McKinnon CMCO Stock Holding History

Summit Securities 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
2025
Q4 		– Sell
-1,000
Closed -$14.3K – 1051
2025
Q3 		$14.3K Sell
1,000
-500
-33% -$7.52K ﹤0.01% 837
2025
Q2 		$22.9K Sell
1,500
-1,500
-50% -$22.9K ﹤0.01% 693
2025
Q1 		$50.8K Buy
+3,000
New +$77.9K 0.01% 325

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 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

Summit Securities Group's CMCO Position: Q4 2025 in Review

Summit Securities Group sold out of Columbus McKinnon (CMCO) in Q4 2025, closing a stake of 1,000 shares — an estimated $14.3K sold.

Summit Securities Group first reported a position in CMCO in Q1 2025 and held it in 3 quarters. The position peaked at $50.8K in Q1 2025. 194 funds tracked by Wall St. Rank hold CMCO as of Q4 2025.

  • Summit Securities Group reported no remaining Columbus McKinnon position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,000 Columbus McKinnon shares in Q4 2025, an estimated $14.3K.
  • Summit Securities Group first reported a position in Columbus McKinnon in Q1 2025 and held it in 3 quarters.
  • Summit Securities Group's Columbus McKinnon position peaked at $50.8K in Q1 2025.
  • 194 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.