Position in CMI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,653,220
+$405,014 QoQ
Shares Held
2,318
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#878
of 2,063 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, 2026Institute for Wealth Management, LLC. holds $10,122,871 across 27 Specialty Industrial Machinery names. CMI ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
7,331 | $3,123,885 | |
| 2 | GEV |
GE Vernova Inc.
|
2,088 | $2,453,107 | |
| 3 | CMI |
Cummins Inc
This page
|
2,318 | $1,653,220 | |
| 4 | RRX |
Regal Rexnord Corp
|
3,308 | $787,932 | |
| 5 | EMR |
Emerson Electric Co
|
4,826 | $690,841 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,182 | $319,695 | |
| 7 | ROK |
Rockwell Automation, Inc
|
346 | $171,297 | |
| 8 | OTIS |
Otis Worldwide Corp
|
1,861 | $133,247 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,653,220 | 2,318 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,248,206 | 2,320 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,183,223 | 2,318 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $981,587 | 2,324 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $761,110 | 2,324 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $724,359 | 2,311 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $805,614 | 2,311 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $748,278 | 2,311 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $656,601 | 2,371 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $697,436 | 2,367 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $564,426 | 2,356 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $544,648 | 2,384 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $586,913 | 2,394 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $571,878 | 2,394 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $582,707 | 2,405 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $489,441 | 2,405 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $459,827 | 2,376 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $468,676 | 2,285 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $502,158 | 2,302 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $523,449 | 2,331 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $573,928 | 2,354 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $609,944 | 2,354 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $551,625 | 2,429 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $550,494 | 2,607 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $449,956 | 2,597 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $350,208 | 2,588 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||