Position in CMI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$457,167
+$113,373 QoQ
Shares Held
641
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,413
of 2,094 holders
Holding Since
Jun 2025
5 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, 2026SAGE PRIVATE WEALTH GROUP, LLC holds $1,392,074 across 2 Specialty Industrial Machinery names. CMI ranks #2 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
2,194 | $934,907 | |
| 2 | CMI |
Cummins Inc
This page
|
641 | $457,167 |
All Filings in CMI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,167 | 641 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $343,794 | 639 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $406,828 | 797 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $335,361 | 794 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $273,135 | 834 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||