Position in CMI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,644,662
+$522,353 QoQ
Shares Held
2,306
+10.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#892
of 2,094 holders
Holding Since
Sep 2023
12 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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $4,679,102 across 3 Specialty Industrial Machinery names. CMI ranks #2 (35.1% of the industry book) .
All Filings in CMI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,644,662 | 2,306 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,122,309 | 2,086 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,063,777 | 2,084 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $845,584 | 2,002 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $589,827 | 1,801 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $342,276 | 1,092 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $349,297 | 1,002 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $319,904 | 988 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $108,556 | 392 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $99,002 | 336 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $78,818 | 329 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $47,976 | 210 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||