Position in CMI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$440,763
+$108,267 QoQ
Shares Held
618
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,434
of 2,102 holders
Holding Since
Sep 2022
13 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, 2026Waldron Private Wealth LLC holds $7,122,175 across 7 Specialty Industrial Machinery names. CMI ranks #7 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AME |
Ametek Inc/
|
7,482 | $1,810,195 | |
| 2 | GEV |
GE Vernova Inc.
|
1,014 | $1,191,308 | |
| 3 | ITW |
Illinois Tool Works Inc
|
4,074 | $1,101,894 | |
| 4 | EMR |
Emerson Electric Co
|
6,841 | $979,289 | |
| 5 | ETN |
Eaton Corp plc
|
2,267 | $966,014 | |
| 6 | ROK |
Rockwell Automation, Inc
|
1,278 | $632,712 | |
| 7 | CMI |
Cummins Inc
This page
|
618 | $440,763 |
All Filings in CMI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,763 | 618 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $332,496 | 618 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $309,332 | 606 | Shares | Sole | 2026-01-14 | |
| 2024-12-31 | $393,917 | 1,130 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $365,881 | 1,130 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $313,761 | 1,133 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $336,195 | 1,141 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $270,714 | 1,130 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $245,822 | 1,076 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $259,869 | 1,060 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $250,107 | 1,047 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $203 | 1,000 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $203,510 | 1,000 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||