Position in CMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,432,125
+$632,628 QoQ
Shares Held
2,008
+35.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#940
of 2,094 holders
Holding Since
Jun 2023
10 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, 2026Wellington Shields & Co., LLC holds $11,486,675 across 10 Specialty Industrial Machinery names. CMI ranks #4 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
3,214 | $3,776,000 | |
| 2 | GNRC |
Generac Holdings Inc.
|
7,404 | $2,167,965 | |
| 3 | ETN |
Eaton Corp plc
|
3,967 | $1,690,418 | |
| 4 | CMI |
Cummins Inc
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|
2,008 | $1,432,125 | |
| 5 | EMR |
Emerson Electric Co
|
6,933 | $992,458 | |
| 6 | ITW |
Illinois Tool Works Inc
|
2,400 | $649,128 | |
| 7 | ROK |
Rockwell Automation, Inc
|
1,000 | $495,080 | |
| 8 | PH |
Parker-Hannifin Corp
|
287 | $280,720 |
All Filings in CMI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,432,125 | 2,008 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $799,497 | 1,486 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $470,124 | 921 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $201,470 | 477 | Shares | Sole | 2025-11-05 | |
| 2024-09-30 | $345,160 | 1,066 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $405,979 | 1,466 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $785,536 | 2,666 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $976,247 | 4,075 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $506,038 | 2,215 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $469,236 | 1,914 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||