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Systematic Financial Management’s Columbus McKinnon CMCO Stock Holding History

Systematic Financial Management’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 		$4.22M Sell
290,603
-37,273
-11% -$695K 0.1% 166
2025
Q4 		$5.66M Buy
327,876
+35,802
+12% +$574K 0.13% 154
2025
Q3 		$4.19M Buy
292,074
+114,576
+65% +$1.72M 0.1% 159
2025
Q2 		$2.71M Sell
177,498
-169,204
-49% -$2.59M 0.07% 169
2025
Q1 		$5.87M Sell
346,702
-482,378
-58% -$12.5M 0.17% 142
2024
Q4 		$30.9M Buy
829,080
+46,806
+6% +$1.7M 0.79% 43
2024
Q3 		$28.2M Buy
782,274
+83,610
+12% +$2.84M 0.72% 53
2024
Q2 		$24.1M Sell
698,664
-33,957
-5% -$1.38M 0.73% 54
2024
Q1 		$32.7M Sell
732,621
-8,705
-1% -$352K 0.91% 28
2023
Q4 		$28.9M Sell
741,326
-4,830
-0.6% -$170K 0.86% 33
2023
Q3 		$26M Buy
746,156
+46,040
+7% +$1.76M 0.84% 38
2023
Q2 		$28.5M Sell
700,116
-5,499
-0.8% -$203K 0.9% 29
2023
Q1 		$26.2M Sell
705,615
-4,708
-0.7% -$171K 0.86% 26
2022
Q4 		$23.1M Buy
710,323
+5,958
+0.8% +$176K 0.76% 46
2022
Q3 		$18.4M Buy
704,365
+21,796
+3% +$664K 0.67% 61
2022
Q2 		$19.4M Buy
682,569
+110,477
+19% +$3.8M 0.67% 67
2022
Q1 		$24.3M Buy
572,092
+13,551
+2% +$612K 0.76% 50
2021
Q4 		$25.8M Sell
558,541
-9,819
-2% -$474K 0.77% 48
2021
Q3 		$27.5M Buy
568,360
+20,119
+4% +$911K 0.85% 38
2021
Q2 		$26.4M Buy
548,241
+113,812
+26% +$5.83M 0.8% 45
2021
Q1 		$22.9M Buy
434,429
+5,709
+1% +$272K 0.84% 39
2020
Q4 		$16.5M Sell
428,720
-20,521
-5% -$772K 0.72% 54
2020
Q3 		$14.9M Sell
449,241
-26,007
-5% -$903K 0.81% 43
2020
Q2 		$15.9M Sell
475,248
-1,774
-0.4% -$48.9K 0.83% 34
2020
Q1 		$11.9M Sell
477,022
-8,847
-2% -$294K 0.73% 49
2019
Q4 		$19.4M Buy
485,869
+33,283
+7% +$1.29M 0.76% 47
2019
Q3 		$16.5M Buy
452,586
+9,709
+2% +$360K 0.74% 50
2019
Q2 		$18.6M Sell
442,877
-8,217
-2% -$313K 0.72% 34
2019
Q1 		$15.5M Buy
451,094
+15,408
+4% +$536K 0.53% 57
2018
Q4 		$13.1M Buy
435,686
+59,988
+16% +$2.04M 0.4% 83
2018
Q3 		$14.9M Buy
375,698
+3,431
+0.9% +$143K 0.36% 99
2018
Q2 		$16.1M Buy
372,267
+69,592
+23% +$2.7M 0.39% 88
2018
Q1 		$10.8M Buy
302,675
+37,398
+14% +$1.43M 0.24% 159
2017
Q4 		$10.6M Buy
265,277
+1,004
+0.4% +$38.4K 0.21% 158
2017
Q3 		$10M Buy
264,273
+39,118
+17% +$1.19M 0.2% 153
2017
Q2 		$5.72M Buy
225,155
+43,035
+24% +$1.11M 0.11% 237
2017
Q1 		$4.52M Buy
182,120
+108,570
+148% +$2.86M 0.08% 263
2016
Q4 		$1.99M Buy
73,550
+59,200
+413% +$1.33M 0.03% 356
2016
Q3 		$256K Sell
14,350
-44,900
-76% -$751K ﹤0.01% 586
2016
Q2 		$838K Sell
59,250
-82,736
-58% -$1.28M 0.01% 544
2016
Q1 		$2.24M Sell
141,986
-7,815
-5% -$116K 0.03% 306
2015
Q4 		$2.83M Sell
149,801
-31,165
-17% -$602K 0.03% 307
2015
Q3 		$3.29M Sell
180,966
-33,061
-15% -$692K 0.03% 316
2015
Q2 		$5.35M Sell
214,027
-13,973
-6% -$347K 0.05% 318
2015
Q1 		$6.14M Sell
228,000
-2,140
-0.9% -$55.2K 0.05% 325
2014
Q4 		$6.45M Sell
230,140
-53,163
-19% -$1.38M 0.05% 320
2014
Q3 		$6.23M Sell
283,303
-58,116
-17% -$1.47M 0.05% 320
2014
Q2 		$9.23M Buy
341,419
+27,223
+9% +$745K 0.06% 294
2014
Q1 		$8.42M Buy
314,196
+13,464
+4% +$349K 0.06% 289
2013
Q4 		$8.16M Buy
300,732
+4,450
+2% +$116K 0.06% 281
2013
Q3 		$7.12M Buy
296,282
+49,437
+20% +$1.13M 0.06% 287
2013
Q2 		$5.26M Buy
+246,845
New +$4.83M 0.05% 301

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
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
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
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
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

Systematic Financial Management's CMCO Position: Q1 2026 in Review

Systematic Financial Management reduced its Columbus McKinnon (CMCO) stake by 11% in Q1 2026, selling an estimated $695K and leaving 290,603 shares worth $4.22M. The position accounts for 0.1% of the portfolio, ranked #166.

Systematic Financial Management first reported a position in CMCO in Q2 2013 and has held it in 52 quarters since. The position peaked at $32.7M in Q1 2024. 199 funds tracked by Wall St. Rank hold CMCO as of Q1 2026.

  • Systematic Financial Management held 290,603 shares of Columbus McKinnon worth $4.22M as of Q1 2026.
  • Systematic Financial Management sold 37,273 Columbus McKinnon shares in Q1 2026, an estimated $695K.
  • Columbus McKinnon made up 0.1% of Systematic Financial Management's portfolio in Q1 2026, its #166 holding.
  • Systematic Financial Management first reported a position in Columbus McKinnon in Q2 2013 and has held it in 52 quarters since.
  • Systematic Financial Management's Columbus McKinnon position peaked at $32.7M in Q1 2024.
  • 199 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2026.

Based on Systematic Financial Management's 13F filing for Q1 2026, filed 13 May 2026.