Position in CMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,382,200
+$350,816 QoQ
Shares Held
1,938
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#958
of 2,094 holders
Holding Since
Mar 2020
20 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, 2026Wealthspire Advisors, LLC holds $27,023,191 across 15 Specialty Industrial Machinery names. CMI ranks #8 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,292 | $7,392,219 | |
| 2 | ETN |
Eaton Corp plc
|
12,974 | $5,528,480 | |
| 3 | ROK |
Rockwell Automation, Inc
|
6,154 | $3,046,722 | |
| 4 | ITW |
Illinois Tool Works Inc
|
7,506 | $2,030,147 | |
| 5 | EMR |
Emerson Electric Co
|
12,383 | $1,772,626 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,712 | $1,674,541 | |
| 7 | DOV |
DOVER Corp
|
6,968 | $1,562,783 | |
| 8 | CMI |
Cummins Inc
This page
|
1,938 | $1,382,200 |
All Filings in CMI
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,382,200 | 1,938 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,031,384 | 1,917 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $993,846 | 1,947 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $610,324 | 1,445 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $507,625 | 1,550 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $526,265 | 1,679 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $657,808 | 1,887 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $576,022 | 1,779 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $499,858 | 1,805 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $562,486 | 1,909 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $519,866 | 2,170 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $429,276 | 1,879 | Shares | Sole | 2023-11-06 | |
| 2022-12-31 | $227,994 | 941 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $232,973 | 1,068 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $228,826 | 1,019 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $1,021,670 | 3,943 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $758,286 | 3,339 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $390,434 | 1,849 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $299,913 | 1,731 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $437,083 | 3,230 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||