Position in CMI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$240,351
+$16,264 QoQ
Shares Held
337
-23.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,744
of 2,094 holders
Holding Since
Mar 2020
21 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, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $23,821,719 across 7 Specialty Industrial Machinery names. CMI ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOV |
DOVER Corp
|
34,005 | $7,626,641 | |
| 2 | OTIS |
Otis Worldwide Corp
|
98,210 | $7,031,836 | |
| 3 | ITW |
Illinois Tool Works Inc
|
23,696 | $6,409,057 | |
| 4 | EMR |
Emerson Electric Co
|
12,700 | $1,818,005 | |
| 5 | GEV |
GE Vernova Inc.
|
379 | $445,271 | |
| 6 | ETN |
Eaton Corp plc
|
588 | $250,558 | |
| 7 | CMI |
Cummins Inc
This page
|
337 | $240,351 |
All Filings in CMI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,351 | 337 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $224,087 | 439 | Shares | Sole | 2026-01-07 | |
| 2024-09-30 | $144,086 | 445 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $124,064 | 448 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $129,351 | 439 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $128,169 | 535 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $149,412 | 654 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $160,334 | 654 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $156,227 | 654 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $158,457 | 654 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $51,691 | 254 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $49,156 | 254 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $52,097 | 254 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $55,407 | 254 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $57,038 | 254 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $80,213 | 329 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $65,813 | 254 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $57,683 | 254 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $53,634 | 254 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $44,008 | 254 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $51,692 | 382 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||