Position in CMI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,476,898
+$864,811 QoQ
Shares Held
4,875
+0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#679
of 2,094 holders
Holding Since
Dec 2022
15 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, 2026Massachusetts Wealth Management holds $17,913,566 across 5 Specialty Industrial Machinery names. CMI ranks #2 (19.4% 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 | $3,476,898 | 4,875 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,612,087 | 4,855 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,516,518 | 4,930 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,085,240 | 4,937 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,590,667 | 4,857 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,480,063 | 4,722 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,677,463 | 4,812 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,548,363 | 4,782 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,297,970 | 4,687 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,410,489 | 4,787 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,066,565 | 4,452 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $984,662 | 4,310 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,010,059 | 4,120 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $955,520 | 4,000 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $999,446 | 4,125 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||