Position in CMI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$29,517,622
+$6,484,448 QoQ
Shares Held
41,387
-3.3% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#229
of 2,102 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Welch & Forbes LLC holds $201,408,897 across 14 Specialty Industrial Machinery names. CMI ranks #4 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYL |
Xylem Inc.
|
395,967 | $46,807,259 | |
| 2 | AOS |
Smith A O Corp
|
532,209 | $33,380,148 | |
| 3 | DOV |
DOVER Corp
|
142,893 | $32,048,042 | |
| 4 | CMI |
Cummins Inc
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|
41,387 | $29,517,622 | |
| 5 | OTIS |
Otis Worldwide Corp
|
238,066 | $17,045,525 | |
| 6 | EMR |
Emerson Electric Co
|
111,601 | $15,975,683 | |
| 7 | GEV |
GE Vernova Inc.
|
10,672 | $12,538,105 | |
| 8 | ITW |
Illinois Tool Works Inc
|
22,109 | $5,979,821 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,517,622 | 41,387 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $23,033,174 | 42,811 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $22,648,666 | 44,370 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $19,042,551 | 45,085 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $14,775,162 | 45,115 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $14,351,790 | 45,788 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $16,011,198 | 45,930 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $15,282,564 | 47,199 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $13,122,051 | 47,384 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $14,068,653 | 47,747 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $11,632,081 | 48,554 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $11,176,948 | 48,923 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $12,648,049 | 51,591 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $12,281,298 | 51,412 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $12,467,758 | 51,458 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $10,376,567 | 50,988 | Shares | Other | 2022-10-31 | |
| 2022-06-30 | $9,888,221 | 51,094 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $9,172,108 | 44,718 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $18,272,933 | 83,767 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $18,805,552 | 83,744 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $19,239,290 | 78,911 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $19,422,885 | 74,960 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $15,564,071 | 68,534 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $14,419,482 | 68,287 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $11,652,947 | 67,257 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $9,158,728 | 67,682 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||