Independent Solutions Wealth Management, LLC

Position in CMI — Cummins Inc

CIK 1818391 Williamsville, NY

Back to CMI Full portfolio

Position in CMI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,009,112

+$458,539 QoQ

Shares Held

2,817

-2.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#834

of 2,094 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, 2026

Independent Solutions Wealth Management, LLC holds $6,485,821 across 3 Specialty Industrial Machinery names. CMI ranks #2 (31.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	9,924	$4,228,814
2	CMI	Cummins Inc This page	2,817	$2,009,112
3	GEV	GE Vernova Inc.	211	$247,895

All Filings in CMI

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,009,112	2,817	-2.3%	Shares	Sole	2026-07-29
2026-03-31	$1,550,573	2,882	-2.1%	Shares	Sole	2026-04-27
2025-12-31	$1,503,275	2,945	-0.7%	Shares	Sole	2026-02-05
2025-09-30	$1,252,327	2,965	-4.4%	Shares	Sole	2025-10-23
2025-06-30	$1,015,250	3,100	-1.6%	Shares	Sole	2025-07-23
2025-03-31	$987,336	3,150	-4.5%	Shares	Sole	2025-04-23
2024-12-31	$1,149,682	3,298	0.0%	Shares	Sole	2025-02-11
2024-09-30	$1,067,859	3,298	-7.9%	Shares	Sole	2024-12-19
2024-06-30	$991,963	3,582	-2.2%	Shares	Sole	2024-12-19
2024-03-31	$1,079,597	3,664	-0.5%	Shares	Sole	2024-12-19
2023-12-31	$882,575	3,684	-4.5%	Shares	Sole	2024-12-19
2023-09-30	$881,627	3,859	-7.5%	Shares	Sole	2024-12-19
2023-06-30	$1,023,297	4,174	-4.7%	Shares	Sole	2024-12-19
2023-03-31	$1,046,772	4,382	0.0%	Shares	Sole	2024-12-19
2022-12-31	$1,061,714	4,382	-1.1%	Shares	Sole	2024-12-19
2022-09-30	$901,549	4,430	-2.3%	Shares	Sole	2024-12-19
2022-06-30	$877,658	4,535	+2.6%	Shares	Sole	2024-12-19
2022-03-31	$906,586	4,420	+2.4%	Shares	Sole	2024-12-19
2021-12-31	$941,928	4,318	+18.6%	Shares	Sole	2024-12-19
2021-09-30	$817,398	3,640	+48.6%	Shares	Sole	2024-12-19
2021-06-30	$597,090	2,449	+6.4%	Shares	Sole	2024-12-19
2021-03-31	$596,212	2,301	-11.1%	Shares	Sole	2024-12-19
2020-12-31	$587,734	2,588	-9.3%	Shares	Sole	2024-12-19
2020-09-30	$602,439	2,853	-16.9%	Shares	Sole	2024-12-19
2020-06-30	$594,801	3,433	-1.4%	Shares	Sole	2024-12-19
2020-03-31	$470,913	3,480	—	Shares	Sole	2024-12-19
No filing history on record for this holder in this stock.