Position in CMI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$574,134
+$163,625 QoQ
Shares Held
805
+5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,308
of 2,094 holders
Holding Since
Jun 2021
10 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Meridian Wealth Management, LLC holds $20,675,710 across 9 Specialty Industrial Machinery names. CMI ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
7,437 | $8,737,433 | |
| 2 | EMR |
Emerson Electric Co
|
34,358 | $4,918,347 | |
| 3 | ETN |
Eaton Corp plc
|
5,405 | $2,303,178 | |
| 4 | PH |
Parker-Hannifin Corp
|
2,313 | $2,262,391 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,827 | $764,618 | |
| 6 | CMI |
Cummins Inc
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|
805 | $574,134 | |
| 7 | ROK |
Rockwell Automation, Inc
|
1,157 | $572,807 | |
| 8 | SMR |
NUSCALE POWER Corp
|
32,488 | $325,854 |
All Filings in CMI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,134 | 805 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $410,509 | 763 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $209,794 | 411 | Shares | Sole | 2026-02-04 | |
| 2024-03-31 | $221,576 | 752 | Shares | Sole | 2024-04-25 | |
| 2023-03-31 | $202,092 | 846 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $204,977 | 846 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $4,599,627 | 23,767 | Shares | Sole | 2022-08-05 | |
| 2021-12-31 | $716,808 | 3,286 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $611,252 | 2,722 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $580,999 | 2,383 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||