Position in CMI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$17,356,678
+$4,489,392 QoQ
Shares Held
24,336
+1.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#306
of 2,094 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Foster Victor Wealth Advisors, LLC holds $51,543,898 across 4 Specialty Industrial Machinery names. CMI ranks #2 (33.7% of the industry book) .
All Filings in CMI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,356,678 | 24,336 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $12,867,286 | 23,916 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $15,774,436 | 30,903 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $13,422,918 | 31,780 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $10,423,015 | 31,826 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $9,368,094 | 29,888 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $9,715,830 | 27,871 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $9,430,383 | 29,125 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $7,766,501 | 28,045 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $7,772,572 | 26,379 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $5,327,078 | 22,236 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $4,798,573 | 21,004 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $5,034,850 | 20,537 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $4,574,313 | 19,149 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,910,387 | 12,012 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,327,950 | 11,439 | Shares | Sole | 2022-10-24 | |
| No filing history on record for this holder in this stock. | ||||||