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Wealth Preservation Advisors’s Columbus McKinnon CMCO Stock Holding History

Wealth Preservation Advisors’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 		$1.42K Buy
+98
New +$1.83K ﹤0.01% 643

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

Wealth Preservation Advisors's CMCO Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Columbus McKinnon (CMCO) in Q1 2026: 98 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #643 among its holdings.

199 funds tracked by Wall St. Rank hold CMCO as of Q1 2026.

  • Wealth Preservation Advisors held 98 shares of Columbus McKinnon worth $1.42K as of Q1 2026.
  • Columbus McKinnon was a new Wealth Preservation Advisors position in Q1 2026.
  • Columbus McKinnon made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #643 holding.
  • 199 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.