Position in CMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$681,828
+$208,909 QoQ
Shares Held
956
+8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,228
of 2,102 holders
Holding Since
Mar 2024
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, 2026Madison Wealth Partners, Inc holds $1,465,459 across 2 Specialty Industrial Machinery names. CMI ranks #2 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
667 | $783,631 | |
| 2 | CMI |
Cummins Inc
This page
|
956 | $681,828 |
All Filings in CMI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $681,828 | 956 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $472,919 | 879 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $418,569 | 820 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $345,921 | 819 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $268,222 | 819 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $256,707 | 819 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $285,154 | 818 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $264,860 | 818 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $226,528 | 818 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $241,023 | 818 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||