Position in CMI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$865,123
+$219,499 QoQ
Shares Held
1,213
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,125
of 2,094 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Obermeyer Wealth Partners holds $6,824,335 across 6 Specialty Industrial Machinery names. CMI ranks #3 (12.7% of the industry book) .
All Filings in CMI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $865,123 | 1,213 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $645,624 | 1,200 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $361,909 | 709 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $295,659 | 700 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $229,250 | 700 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||