Position in CMI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$275,299
+$67,624 QoQ
Shares Held
386
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,664
of 2,094 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $4,789,978 across 12 Specialty Industrial Machinery names. CMI ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
2,649 | $1,311,466 | |
| 2 | ETN |
Eaton Corp plc
|
2,648 | $1,128,365 | |
| 3 | GEV |
GE Vernova Inc.
|
610 | $716,664 | |
| 4 | PH |
Parker-Hannifin Corp
|
715 | $699,355 | |
| 5 | EMR |
Emerson Electric Co
|
2,253 | $322,516 | |
| 6 | CMI |
Cummins Inc
This page
|
386 | $275,299 | |
| 7 | ITW |
Illinois Tool Works Inc
|
469 | $126,850 | |
| 8 | AME |
Ametek Inc/
|
510 | $123,389 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,299 | 386 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $207,675 | 386 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $197,033 | 386 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $163,034 | 386 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $126,415 | 386 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $168,003 | 536 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $187,198 | 537 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $238,633 | 737 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $204,097 | 737 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $217,157 | 737 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $195,009 | 814 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $185,509 | 812 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $199,069 | 812 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $193,970 | 812 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $196,739 | 812 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $165,250 | 812 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $157,146 | 812 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $235,261 | 1,147 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $382,181 | 1,752 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $372,769 | 1,660 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $404,724 | 1,660 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $430,122 | 1,660 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $392,883 | 1,730 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $456,105 | 2,160 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $400,230 | 2,310 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $454,675 | 3,360 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||