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CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

AIT holding history

Applied Industrial Technologies Inc in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AIT overviewAll 13F holders of AITFull Q2 2026 holdings

Shares (Q2 2026)
3,181
Value
$1.08M
% of portfolio
<0.1%
Quarters held
20
Since Q3 2021
Holdings of AIT by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,181$1.08M<0.1%+154+5.1%AddedHolders
Q1 20263,027$803.1K<0.1%+1,754+137.8%AddedHolders
Q4 20251,273$327.0K<0.1%+73+6.1%AddedHolders
Q3 20251,200$313.3K<0.1%−1,691−58.5%ReducedHolders
Q2 20252,891$672.1K0.1%−23−0.8%ReducedHolders
Q1 20252,914$656.5K0.1%+157+5.7%AddedHolders
Q4 20242,757$660.3K0.1%−384−12.2%ReducedHolders
Q3 20243,141$701.0K0.1%−44−1.4%ReducedHolders
Q2 20243,185$617.8K0.1%−887−21.8%ReducedHolders
Q1 20244,072$804.4K0.1%−734−15.3%ReducedHolders
Q4 20234,806$829.9K0.1%+2,827+142.8%AddedHolders
Q3 20231,979$305.9K<0.1%−195−9.0%ReducedHolders
Q2 20232,174$314.8K<0.1%+240+12.4%AddedHolders
Q1 20231,934$274.8K<0.1%+50+2.7%AddedHolders
Q4 20221,884$237.4K<0.1%−144−7.1%ReducedHolders
Q3 20222,028$208.0K<0.1%−195−8.8%ReducedHolders
Q2 20222,223$214.0K<0.1%−96−4.1%ReducedHolders
Q1 20222,319$238.0K<0.1%−655−22.0%ReducedHolders
Q4 20212,974$305.0K<0.1%−240−7.5%ReducedHolders
Q3 20213,214$290.0K<0.1%+3,214NewHolders