Position in CMI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,710,911
+$629,850 QoQ
Shares Held
3,801
-1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
#751
of 2,094 holders
Holding Since
Dec 2020
10 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, 2026Phoenix Wealth Advisors holds $7,700,350 across 2 Specialty Industrial Machinery names. CMI ranks #2 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
11,709 | $4,989,439 | |
| 2 | CMI |
Cummins Inc
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|
3,801 | $2,710,911 |
All Filings in CMI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,710,911 | 3,801 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,081,061 | 3,868 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,065,762 | 6,006 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,568,431 | 6,081 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,122,200 | 6,480 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,084,376 | 6,650 | Shares | Sole | 2025-05-14 | |
| 2021-09-30 | $105,767 | 471 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $114,834 | 471 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $122,040 | 471 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $106,964 | 471 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||