Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,960,613
+$505,808 QoQ
Shares Held
2,749
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#847
of 2,105 holders
Holding Since
Jun 2021
17 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, 2026Western Wealth Management, LLC holds $21,770,124 across 10 Specialty Industrial Machinery names. CMI ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,839 | $6,860,007 | |
| 2 | ETN |
Eaton Corp plc
|
12,346 | $5,260,877 | |
| 3 | PH |
Parker-Hannifin Corp
|
3,446 | $3,370,601 | |
| 4 | CMI |
Cummins Inc
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|
2,749 | $1,960,613 | |
| 5 | ROK |
Rockwell Automation, Inc
|
2,377 | $1,176,805 | |
| 6 | EMR |
Emerson Electric Co
|
7,131 | $1,020,802 | |
| 7 | OTIS |
Otis Worldwide Corp
|
11,462 | $820,679 | |
| 8 | ITW |
Illinois Tool Works Inc
|
2,974 | $804,377 |
All Filings in CMI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,960,613 | 2,749 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,454,805 | 2,704 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $335,876 | 658 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $286,789 | 679 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $246,607 | 753 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $231,632 | 739 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,076,825 | 3,089 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,342,433 | 4,146 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $1,047,400 | 4,372 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $994,257 | 4,352 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,021,091 | 4,165 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $910,132 | 3,810 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $982,485 | 4,055 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $882,826 | 4,338 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $805,471 | 4,162 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $804,236 | 3,921 | Shares | Sole | 2022-05-10 | |
| 2021-06-30 | $1,059,110 | 4,344 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||