Sunbelt Securities’s Columbus McKinnon CMCO Stock Holding History

Sunbelt 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 Q1	$567	Sell	39 -7	-15%	-$131	﹤0.01%	2252
2025 Q4	$794	Buy	46 +12	+35%	+$192	﹤0.01%	2124
2025 Q3	$488	Buy	+34	New	+$512	﹤0.01%	2230
2024 Q3	–	Sell	-225	Closed	-$7.77K	–	1857
2024 Q2	$7.77K	Hold	225	–	–	﹤0.01%	1315
2024 Q1	$10K	Hold	225	–	–	﹤0.01%	1242
2023 Q4	$8.78K	Hold	225	–	–	﹤0.01%	1201
2023 Q3	$7.86K	Hold	225	–	–	﹤0.01%	1212
2023 Q2	$9.15K	Hold	225	–	–	﹤0.01%	1197
2023 Q1	$8.18K	Buy	+225	New	+$8.15K	﹤0.01%	1187

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

Sunbelt Securities's CMCO Position: Q1 2026 in Review

Sunbelt Securities reduced its Columbus McKinnon (CMCO) stake by 15% in Q1 2026, selling an estimated $131 and leaving 39 shares worth $567. The position accounts for ﹤0.01% of the portfolio, ranked #2252.

Sunbelt Securities first reported a position in CMCO in Q1 2023 and has held it in 9 quarters since. The position peaked at $10K in Q1 2024. 199 funds tracked by Wall St. Rank hold CMCO as of Q1 2026.

Sunbelt Securities held 39 shares of Columbus McKinnon worth $567 as of Q1 2026.
Sunbelt Securities sold 7 Columbus McKinnon shares in Q1 2026, an estimated $131.
Columbus McKinnon made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2252 holding.
Sunbelt Securities first reported a position in Columbus McKinnon in Q1 2023 and has held it in 9 quarters since.
Sunbelt Securities's Columbus McKinnon position peaked at $10K in Q1 2024.
199 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.