Position in CMI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$258,895
+$210,981 QoQ
Shares Held
363
+81.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,701
of 2,094 holders
Holding Since
Mar 2020
17 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, 2026Focused Wealth Management, Inc holds $4,497,464 across 5 Specialty Industrial Machinery names. CMI ranks #4 (5.8% 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 | $258,895 | 363 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $47,914 | 200 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $45,692 | 200 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $49,032 | 200 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $47,776 | 200 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $48,458 | 200 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $40,702 | 200 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $46,447 | 240 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $84,915 | 414 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $302,560 | 1,387 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $311,240 | 1,386 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $337,676 | 1,385 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $229,053 | 884 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $177,819 | 783 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $85,730 | 406 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $70,170 | 405 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $130,448 | 964 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||