Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,414,215
+$659,194 QoQ
Shares Held
3,385
+3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#788
of 2,094 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CAPE ANN SAVINGS BANK holds $3,861,225 across 3 Specialty Industrial Machinery names. CMI ranks #1 (62.5% 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 | $2,414,215 | 3,385 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,755,021 | 3,262 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,716,132 | 3,362 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,451,685 | 3,437 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,110,225 | 3,390 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $998,306 | 3,185 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,082,403 | 3,105 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,049,079 | 3,240 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $900,576 | 3,252 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $981,773 | 3,332 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $806,392 | 3,366 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $782,475 | 3,425 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $822,021 | 3,353 | Shares | Sole | 2023-09-18 | |
| 2023-03-31 | $732,883 | 3,068 | Shares | Sole | 2023-09-18 | |
| 2022-12-31 | $713,059 | 2,943 | Shares | Sole | 2023-09-18 | |
| 2022-09-30 | $591,400 | 2,906 | Shares | Sole | 2023-09-18 | |
| 2022-06-30 | $556,205 | 2,874 | Shares | Sole | 2022-08-24 | |
| 2022-03-31 | $548,259 | 2,673 | Shares | Sole | 2022-05-18 | |
| No filing history on record for this holder in this stock. | ||||||