AE Wealth Management LLC

Position in CMI — Cummins Inc

CIK 1697723 TOPEKA, KS

Position in CMI

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,963,367

+$744,583 QoQ

Shares Held

4,155

+0.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#723

of 2,094 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

AE Wealth Management LLC holds $201,926,188 across 23 Specialty Industrial Machinery names. CMI ranks #9 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTS	Watts Water Technologies Inc	157,140	$61,512,421
2	GGG	Graco Inc	562,246	$42,511,387
3	DOV	DOVER Corp	115,322	$25,864,389
4	EMR	Emerson Electric Co	139,937	$20,031,944
5	GEV	GE Vernova Inc.	16,767	$19,698,853
6	PH	Parker-Hannifin Corp	9,881	$9,664,780
7	ETN	Eaton Corp plc	13,719	$5,845,915
8	SMR	NUSCALE POWER Corp	381,408	$3,825,521

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,963,367	4,155	+0.8%	Shares	Other	2026-08-03
2026-03-31	$2,218,784	4,124	-55.9%	Shares	Other	2026-05-13
2025-12-31	$4,769,631	9,344	-41.6%	Shares	Other	2026-01-26
2025-09-30	$6,753,688	15,990	+3.4%	Shares	Other	2025-11-03
2025-06-30	$5,063,474	15,461	+5.7%	Shares	Other	2025-08-06
2025-03-31	$4,584,683	14,627	-1.6%	Shares	Other	2025-05-06
2024-12-31	$5,179,843	14,859	-0.5%	Shares	Other	2025-02-13
2024-09-30	$4,836,449	14,937	+0.6%	Shares	Other	2024-11-14
2024-06-30	$4,111,022	14,845	-0.8%	Shares	Other	2024-08-12
2024-03-31	$4,408,551	14,962	-20.8%	Shares	Other	2024-05-15
2023-12-31	$4,526,675	18,895	+0.0%	Shares	Sole	2024-02-14
2023-09-30	$4,314,924	18,887	+4.3%	Shares	Sole	2023-10-11
2023-06-30	$4,437,641	18,101	+157.5%	Shares	Sole	2023-07-10
2023-03-31	$1,679,326	7,030	-16.2%	Shares	Sole	2023-04-14
2022-12-31	$2,032,570	8,389	-12.3%	Shares	Sole	2023-01-31
2022-09-30	$1,947,794	9,571	-13.6%	Shares	Sole	2022-10-25
2022-06-30	$2,142,764	11,072	-59.5%	Shares	Sole	2022-08-03
2022-03-31	$5,607,707	27,340	+125.6%	Shares	Sole	2022-04-18
2021-12-31	$2,643,856	12,120	-2.5%	Shares	Sole	2022-01-20
2021-09-30	$2,791,729	12,432	-3.1%	Shares	Sole	2021-11-01
2021-06-30	$3,129,057	12,834	+85.6%	Shares	Sole	2021-07-21
2021-03-31	$1,791,486	6,914	+27.5%	Shares	Sole	2021-04-27
2020-12-31	$1,231,336	5,422	+2.0%	Shares	Sole	2021-02-01
2020-09-30	$1,122,948	5,318	+0.8%	Shares	Sole	2020-11-06
2020-06-30	$914,466	5,278	+7.1%	Shares	Sole	2020-08-05
2020-03-31	$666,586	4,926	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.