Segment Wealth Management, LLC

Position in CMI — Cummins Inc

CIK 1575581 HOUSTON, TX

Position in CMI

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,959,187

+$614,676 QoQ

Shares Held

2,747

+9.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#844

of 2,094 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Segment Wealth Management, LLC holds $103,098,115 across 8 Specialty Industrial Machinery names. CMI ranks #3 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	59,538	$69,948,814
2	PH	Parker-Hannifin Corp	27,693	$27,087,077
3	CMI	Cummins Inc This page	2,747	$1,959,187
4	EMR	Emerson Electric Co	7,984	$1,142,909
5	ITW	Illinois Tool Works Inc	4,000	$1,081,880
6	IEX	Idex Corp /De/	3,221	$731,005
7	AME	Ametek Inc/	2,423	$586,220
8	GNRC	Generac Holdings Inc.	1,916	$561,023

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,959,187	2,747	+9.9%	Shares	Sole	2026-07-16
2026-03-31	$1,344,511	2,499	+0.5%	Shares	Sole	2026-04-20
2025-12-31	$1,269,489	2,487	0.0%	Shares	Sole	2026-01-29
2025-09-30	$1,050,434	2,487	0.0%	Shares	Sole	2025-10-20
2025-06-30	$814,492	2,487	0.0%	Shares	Sole	2025-07-21
2025-03-31	$779,525	2,487	0.0%	Shares	Sole	2025-04-22
2024-12-31	$866,968	2,487	0.0%	Shares	Sole	2025-01-17
2024-09-30	$805,265	2,487	-0.1%	Shares	Sole	2024-10-22
2024-06-30	$689,278	2,489	-0.1%	Shares	Sole	2024-07-23
2024-03-31	$733,973	2,491	+0.2%	Shares	Sole	2024-04-24
2023-12-31	$595,331	2,485	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.