Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$571,993
+$562,309 QoQ
Shares Held
802
+4355.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,313
of 2,102 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $3,038,451 across 28 Specialty Industrial Machinery names. CMI ranks #3 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
3,438 | $1,464,999 | |
| 2 | GEV |
GE Vernova Inc.
|
499 | $586,254 | |
| 3 | CMI |
Cummins Inc
This page
|
802 | $571,993 | |
| 4 | EMR |
Emerson Electric Co
|
564 | $80,736 | |
| 5 | XYL |
Xylem Inc.
|
600 | $70,926 | |
| 6 | ITT |
Itt Inc.
|
312 | $61,701 | |
| 7 | ROK |
Rockwell Automation, Inc
|
86 | $42,576 | |
| 8 | ITW |
Illinois Tool Works Inc
|
124 | $33,537 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,993 | 802 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $9,684 | 18 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $9,188 | 18 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $7,602 | 18 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $5,895 | 18 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $5,641 | 18 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $6,274 | 18 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $5,828 | 18 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $4,984 | 18 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $5,303 | 18 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $4,312 | 18 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $4,112 | 18 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $4,412 | 18 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $4,299 | 18 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $3,634 | 15 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $3,052 | 15 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $2,902 | 15 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $3,691 | 18 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $8,289 | 38 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $8,533 | 38 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $9,264 | 38 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $9,846 | 38 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $8,629 | 38 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $3,167 | 15 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $2,598 | 15 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,029 | 15 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||