Position in CMI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$232,506
-$88,056 QoQ
Shares Held
326
-48.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,760
of 2,094 holders
Holding Since
Dec 2025
2 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, 2026BCS Wealth Management holds $3,028,673 across 4 Specialty Industrial Machinery names. CMI ranks #4 (7.7% of the industry book) .
All Filings in CMI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,506 | 326 | Shares | Sole | 2026-07-16 | |
| 2025-12-31 | $320,562 | 628 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||