Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$754,576
+$260,136 QoQ
Shares Held
1,058
+15.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,191
of 2,106 holders
Holding Since
Dec 2025
3 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, 20261900 WEALTH MANAGEMENT LLC holds $9,245,642 across 11 Specialty Industrial Machinery names. CMI ranks #2 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSW |
Csw Industrials, Inc.
|
18,272 | $5,085,097 | |
| 2 | CMI |
Cummins Inc
This page
|
1,058 | $754,576 | |
| 3 | GEV |
GE Vernova Inc.
|
596 | $700,216 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,181 | $584,689 | |
| 5 | FELE |
Franklin Electric Co Inc
|
3,458 | $370,663 | |
| 6 | EMR |
Emerson Electric Co
|
2,568 | $367,609 | |
| 7 | PH |
Parker-Hannifin Corp
|
342 | $334,517 | |
| 8 | ETN |
Eaton Corp plc
|
783 | $333,651 |
All Filings in CMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $754,576 | 1,058 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $494,440 | 919 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $487,990 | 956 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||