Position in CMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$833,029
+$298,238 QoQ
Shares Held
1,168
+17.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,146
of 2,094 holders
Holding Since
Mar 2022
18 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, 2026Tradition Wealth Management, LLC holds $4,002,453 across 5 Specialty Industrial Machinery names. CMI ranks #3 (20.8% of the industry book) .
All Filings in CMI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $833,029 | 1,168 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $534,791 | 994 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $504,835 | 989 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $428,705 | 1,015 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $311,125 | 950 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $366,411 | 1,169 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $399,844 | 1,147 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $374,301 | 1,156 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $319,023 | 1,152 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $337,668 | 1,146 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $275,026 | 1,148 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $255,189 | 1,117 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $239,276 | 976 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $280,922 | 1,176 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $177,356 | 732 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $116,204 | 571 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $110,118 | 569 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $45,944 | 224 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||