SVB WEALTH LLC

Position in CMI — Cummins Inc

CIK 1626116 BOSTON, MA

Position in CMI

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$870,113

+$205,661 QoQ

Shares Held

1,220

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,123

of 2,094 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Industrials · as of Jun 30, 2026

SVB WEALTH LLC holds $5,869,049 across 5 Specialty Industrial Machinery names. CMI ranks #2 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ITW	Illinois Tool Works Inc	14,045	$3,798,748
2	CMI	Cummins Inc This page	1,220	$870,113
3	ROK	Rockwell Automation, Inc	1,039	$514,386
4	PH	Parker-Hannifin Corp	378	$369,728
5	EMR	Emerson Electric Co	2,208	$316,074

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$870,113	1,220	-1.2%	Shares	Sole	2026-07-17
2026-03-31	$664,452	1,235	-0.6%	Shares	Sole	2026-04-17
2025-12-31	$633,977	1,242	-6.0%	Shares	Sole	2026-02-04
2025-09-30	$557,949	1,321	-45.2%	Shares	Sole	2025-11-06
2025-06-30	$789,929	2,412	-44.7%	Shares	Sole	2025-08-14
2024-12-31	$1,520,593	4,362	-21.2%	Shares	Sole	2025-02-05
2024-06-30	$1,533,083	5,536	-8.8%	Shares	Sole	2024-08-06
2024-03-31	$1,788,230	6,069	-2.6%	Shares	Sole	2024-05-15
2023-12-31	$1,493,239	6,233	-5.7%	Shares	Sole	2024-01-30
2023-09-30	$1,510,348	6,611	-13.7%	Shares	Sole	2023-10-23
2023-06-30	$1,877,925	7,660	-10.6%	Shares	Sole	2023-07-24
2023-03-31	$2,046,484	8,567	-32.8%	Shares	Sole	2023-05-12
2022-12-31	$3,087,016	12,741	-31.4%	Shares	Sole	2023-02-10
2022-09-30	$3,781,215	18,580	-83.4%	Shares	Sole	2022-11-09
2022-06-30	$21,691,422	112,083	+4.0%	Shares	Sole	2022-08-16
2022-03-31	$22,112,908	107,810	+2978.5%	Shares	Sole	2022-05-13
2021-12-31	$763,925	3,502	-57.1%	Shares	Sole	2022-02-15
2021-09-30	$1,833,531	8,165	-2.2%	Shares	Sole	2021-11-09
2021-06-30	$2,035,081	8,347	-0.8%	Shares	Sole	2021-08-13
2021-03-31	$2,181,187	8,418	-3.0%	Shares	Sole	2021-05-11
2020-12-31	$1,970,773	8,678	+3.0%	Shares	Sole	2021-02-10
2020-09-30	$1,779,866	8,429	+16.9%	Shares	Sole	2020-11-10
2020-06-30	$1,249,723	7,213	-7.2%	Shares	Sole	2020-08-05
2020-03-31	$1,051,571	7,771	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.