Position in CMI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,006,972
+$277,776 QoQ
Shares Held
2,814
-12.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#837
of 2,102 holders
Holding Since
Jun 2023
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, 2026Connecticut Wealth Management, LLC holds $18,299,264 across 11 Specialty Industrial Machinery names. CMI ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTIS |
Otis Worldwide Corp
|
94,662 | $6,777,799 | |
| 2 | GEV |
GE Vernova Inc.
|
1,979 | $2,325,047 | |
| 3 | CMI |
Cummins Inc
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|
2,814 | $2,006,972 | |
| 4 | ROK |
Rockwell Automation, Inc
|
3,516 | $1,740,701 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,365 | $1,335,133 | |
| 6 | ITW |
Illinois Tool Works Inc
|
3,898 | $1,054,292 | |
| 7 | AME |
Ametek Inc/
|
4,119 | $996,550 | |
| 8 | EMR |
Emerson Electric Co
|
4,728 | $676,813 |
All Filings in CMI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,006,972 | 2,814 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,729,196 | 3,214 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,868,247 | 3,660 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,545,874 | 3,660 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,227,142 | 3,747 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,220,221 | 3,893 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,364,071 | 3,913 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,278,646 | 3,949 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,097,750 | 3,964 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,109,062 | 3,764 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $905,574 | 3,780 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $633,976 | 2,775 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $230,450 | 940 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||