KMT β€” KENNAMETAL INC

Ownership history in COOPER/HAIMS ADVISORS, LLC  Β·  3 quarters on record

AI Ownership Summary

COOPER/HAIMS ADVISORS, LLC reported KENNAMETAL INC (KMT) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 4.04% in 2025 Q1. The latest visible filing shows KMT at 1.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COOPER/HAIMS ADVISORS, LLC's position in KENNAMETAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

KMT was reported at 1.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.04% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How COOPER/HAIMS ADVISORS, LLC held KMT β€” position size vs. price
% of Fund (quarterly)    KMT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 149,802 -20,000 -11.8% 1.46% $3.1M 2025-11-04 $21.83
2025 Q2 REDUCED 169,802 -180,126 -51.5% 1.92% $3.9M 2025-08-12 $20.36
2025 Q1 INITIATED 349,928 β€” β€” 4.04% $7.5M 2025-05-09 $20.15

FAQ About COOPER/HAIMS ADVISORS, LLC and KMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has COOPER/HAIMS ADVISORS, LLC reported owning KMT?

COOPER/HAIMS ADVISORS, LLC reported KMT across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported KMT position in COOPER/HAIMS ADVISORS, LLC's portfolio?

The largest reported portfolio weight for KMT was 4.04% in 2025 Q1.

What is the latest reported KMT position on this page?

The most recent filing on this page is 2025 Q3, when COOPER/HAIMS ADVISORS, LLC reported 149,802 shares, equal to 1.46% of portfolio, with an estimated market value of $3.1M.

What does the chart on this KMT ownership page compare?

The chart compares COOPER/HAIMS ADVISORS, LLC's quarterly KMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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