Position in CMI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,043,980
+$835,946 QoQ
Shares Held
4,268
+4.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#717
of 2,094 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $42,178,429 across 16 Specialty Industrial Machinery names. CMI ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
58,833 | $8,421,943 | |
| 2 | PH |
Parker-Hannifin Corp
|
7,865 | $7,692,913 | |
| 3 | DOV |
DOVER Corp
|
31,406 | $7,043,737 | |
| 4 | NDSN |
Nordson Corp
|
22,144 | $6,680,623 | |
| 5 | GEV |
GE Vernova Inc.
|
3,462 | $4,067,365 | |
| 6 | CMI |
Cummins Inc
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|
4,268 | $3,043,980 | |
| 7 | ETN |
Eaton Corp plc
|
3,893 | $1,658,885 | |
| 8 | PNR |
PENTAIR plc
|
8,940 | $685,340 |
All Filings in CMI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,043,980 | 4,268 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,208,034 | 4,104 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,105,606 | 4,125 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,711,443 | 4,052 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,216,335 | 3,714 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,117,413 | 3,565 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,152,471 | 3,306 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,085,344 | 3,352 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $932,423 | 3,367 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $973,818 | 3,305 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,009,068 | 4,212 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $998,598 | 4,371 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,063,504 | 4,338 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $996,846 | 4,173 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $727,141 | 3,573 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $409,896 | 2,118 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $419,244 | 2,044 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||