Position in CMI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$12,692,285
+$3,013,844 QoQ
Shares Held
17,796
-1.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
2.82%
of 13F equity value
Holder Rank
#370
of 2,094 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Legacy Trust holds $13,871,330 across 4 Specialty Industrial Machinery names. CMI ranks #1 (91.5% of the industry book) .
All Filings in CMI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,692,285 | 17,796 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $9,678,441 | 17,989 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $9,274,366 | 18,169 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $7,499,601 | 17,756 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $5,906,135 | 18,034 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $6,205,485 | 19,798 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $6,844,063 | 19,633 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $6,288,649 | 19,422 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,314,840 | 19,192 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $5,428,042 | 18,422 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $4,371,433 | 18,247 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,181,960 | 18,305 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $4,464,363 | 18,210 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,245,375 | 17,772 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $4,340,867 | 17,916 | Shares | Sole | 2023-04-03 | |
| No filing history on record for this holder in this stock. | ||||||