Cornerstone Wealth Group, LLC

Position in CMI — Cummins Inc

CIK 1774879 HUNTERSVILLE, NC

Position in CMI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$14,254,928

+$943,776 QoQ

Shares Held

19,987

-19.2% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#345

of 2,094 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cornerstone Wealth Group, LLC holds $28,686,287 across 8 Specialty Industrial Machinery names. CMI ranks #1 (49.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc This page	19,987	$14,254,928
2	ETN	Eaton Corp plc	24,488	$10,434,826
3	GEV	GE Vernova Inc.	1,548	$1,818,683
4	ROK	Rockwell Automation, Inc	1,581	$782,721
5	PH	Parker-Hannifin Corp	475	$464,607
6	ITW	Illinois Tool Works Inc	1,414	$382,444
7	EMR	Emerson Electric Co	2,257	$323,089
8	MIDD	MIDDLEBY Corp	1,626	$224,989

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,254,928	19,987	-19.2%	Shares	Sole	2026-07-27
2026-03-31	$13,311,152	24,741	-28.6%	Shares	Sole	2026-04-22
2025-12-31	$17,696,791	34,669	-1.4%	Shares	Sole	2026-01-26
2025-09-30	$14,856,442	35,174	+0.5%	Shares	Sole	2025-10-30
2025-06-30	$11,466,430	35,012	+4.5%	Shares	Sole	2025-07-28
2025-03-31	$10,496,792	33,489	-4.0%	Shares	Sole	2025-04-23
2024-12-31	$12,166,837	34,902	+0.3%	Shares	Sole	2025-01-22
2024-09-30	$11,263,035	34,785	+0.5%	Shares	Sole	2024-10-25
2024-06-30	$9,581,224	34,598	+1.3%	Shares	Sole	2024-07-24
2024-03-31	$10,059,351	34,140	+51.8%	Shares	Sole	2024-04-17
2023-12-31	$5,388,648	22,493	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.