Position in CMI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$356,605
+$87,595 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,534
of 2,102 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Edge Wealth Management LLC holds $579,391 across 2 Specialty Industrial Machinery names. CMI ranks #1 (61.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
500 | $356,605 | |
| 2 | ROK |
Rockwell Automation, Inc
|
450 | $222,786 |
All Filings in CMI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,605 | 500 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $269,010 | 500 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $255,225 | 500 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $211,185 | 500 | Shares | Sole | 2025-10-14 | |
| 2021-12-31 | $111,905 | 513 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $115,199 | 513 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $121,905 | 500 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $129,555 | 500 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $113,550 | 500 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $105,580 | 500 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $86,630 | 500 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $67,660 | 500 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||