Position in CMI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,779,458
+$439,251 QoQ
Shares Held
2,495
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#865
of 2,094 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026DAVIDSON TRUST CO holds $3,844,129 across 5 Specialty Industrial Machinery names. CMI ranks #1 (46.3% of the industry book) .
All Filings in CMI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,779,458 | 2,495 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $1,340,207 | 2,491 | Shares | Defined | 2026-04-20 | |
| 2025-12-31 | $1,293,480 | 2,534 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $1,111,677 | 2,632 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $876,062 | 2,675 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $831,242 | 2,652 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,025,929 | 2,943 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $936,400 | 2,892 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $643,308 | 2,323 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $661,488 | 2,245 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $399,123 | 1,666 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $384,726 | 1,684 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $376,320 | 1,535 | Shares | Defined | 2023-08-10 | |
| 2022-06-30 | $231,267 | 1,195 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $261,309 | 1,274 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $290,561 | 1,332 | Shares | Defined | 2022-01-28 | |
| 2021-09-30 | $280,475 | 1,249 | Shares | Defined | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||