Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$912,908
+$317,858 QoQ
Shares Held
1,280
+15.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,103
of 2,094 holders
Holding Since
Mar 2021
10 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Destination Wealth Management holds $3,575,456 across 7 Specialty Industrial Machinery names. CMI ranks #1 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
1,280 | $912,908 | |
| 2 | ITW |
Illinois Tool Works Inc
|
3,095 | $837,104 | |
| 3 | GEV |
GE Vernova Inc.
|
591 | $694,342 | |
| 4 | CSW |
Csw Industrials, Inc.
|
1,228 | $341,752 | |
| 5 | MIDD |
MIDDLEBY Corp
|
2,036 | $281,752 | |
| 6 | PH |
Parker-Hannifin Corp
|
264 | $258,223 | |
| 7 | ITT |
Itt Inc.
|
1,261 | $249,375 |
All Filings in CMI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $912,908 | 1,280 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $595,050 | 1,106 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $378,753 | 742 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $404,208 | 957 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $239,075 | 730 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $251,692 | 803 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $244,368 | 701 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $226,976 | 701 | Shares | Sole | 2024-11-25 | |
| 2024-03-31 | $206,255 | 700 | Shares | Sole | 2024-05-14 | |
| 2021-03-31 | $200,551 | 774 | Shares | Sole | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||