Position in CMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$33,225,601
+$5,686,510 QoQ
Shares Held
46,586
-9.0% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
5.29%
of 13F equity value
Holder Rank
#213
of 2,102 holders
Holding Since
Mar 2020
24 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, 2026Wharton Business Group, LLC holds $34,400,461 across 2 Specialty Industrial Machinery names. CMI ranks #1 (96.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
46,586 | $33,225,601 | |
| 2 | GEV |
GE Vernova Inc.
|
1,000 | $1,174,860 |
All Filings in CMI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,225,601 | 46,586 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $27,539,091 | 51,186 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $26,556,671 | 52,026 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $22,345,907 | 52,906 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,713,165 | 54,086 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,584,297 | 56,101 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $19,697,991 | 56,506 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $19,052,127 | 58,841 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $16,334,992 | 58,986 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $17,536,389 | 59,516 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $14,279,090 | 59,603 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $13,175,059 | 57,669 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $11,195,721 | 45,667 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $11,194,633 | 46,863 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $11,358,070 | 46,878 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,711,748 | 52,635 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $9,914,348 | 51,229 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,809,214 | 23,447 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $1,671,388 | 7,662 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $755,079 | 3,097 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $562,009 | 2,169 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $272,292 | 1,199 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $219,395 | 1,039 | Shares | Sole | 2020-11-06 | |
| 2020-03-31 | $297,568 | 2,199 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||