Position in CMI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$263,174
New position
Shares Held
369
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,696
of 2,094 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Williams Jones Wealth Management, LLC. holds $461,703,627 across 14 Specialty Industrial Machinery names. CMI ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
530,610 | $226,103,532 | |
| 2 | DOV |
DOVER Corp
|
525,566 | $117,873,941 | |
| 3 | ROK |
Rockwell Automation, Inc
|
96,286 | $47,669,272 | |
| 4 | PH |
Parker-Hannifin Corp
|
19,042 | $18,625,361 | |
| 5 | EMR |
Emerson Electric Co
|
118,280 | $16,931,782 | |
| 6 | GEV |
GE Vernova Inc.
|
13,664 | $16,053,287 | |
| 7 | ITW |
Illinois Tool Works Inc
|
51,232 | $13,856,719 | |
| 8 | WTS |
Watts Water Technologies Inc
|
4,700 | $1,839,815 |
All Filings in CMI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,174 | 369 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||