Keystone Wealth Services, LLC

Position in CMI — Cummins Inc

CIK 1866189 PALM DESERT, CA

Position in CMI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$621,919

+$132,321 QoQ

Shares Held

872

-4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,270

of 2,094 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Keystone Wealth Services, LLC holds $2,867,575 across 4 Specialty Industrial Machinery names. CMI ranks #3 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PH	Parker-Hannifin Corp	1,268	$1,240,256
2	IR	Ingersoll Rand Inc.	8,064	$661,167
3	CMI	Cummins Inc This page	872	$621,919
4	GEV	GE Vernova Inc.	293	$344,233

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$621,919	872	-4.2%	Shares	Sole	2026-08-05
2026-03-31	$489,598	910	+0.3%	Shares	Sole	2026-05-13
2025-12-31	$462,978	907	-0.5%	Shares	Sole	2026-01-26
2025-09-30	$385,201	912	-1.6%	Shares	Sole	2025-10-22
2025-06-30	$303,592	927	+0.4%	Shares	Sole	2025-07-09
2025-03-31	$289,305	923	-14.5%	Shares	Sole	2025-04-17
2024-12-31	$376,139	1,079	+0.4%	Shares	Sole	2025-02-06
2024-09-30	$348,074	1,075	+0.5%	Shares	Sole	2024-10-15
2024-06-30	$296,315	1,070	-2.8%	Shares	Sole	2024-07-12
2024-03-31	$324,409	1,101	+0.5%	Shares	Sole	2024-04-12
2023-12-31	$262,329	1,095	+0.6%	Shares	Sole	2024-01-17
2023-09-30	$248,792	1,089	-0.9%	Shares	Sole	2023-10-05
2023-06-30	$269,430	1,099	+0.7%	Shares	Sole	2023-07-20
2023-03-31	$260,618	1,091	-4.4%	Shares	Sole	2023-04-07
2022-12-31	$276,452	1,141	+0.4%	Shares	Sole	2023-02-10
2022-09-30	$231,390	1,137	+0.7%	Shares	Sole	2022-11-01
2022-06-30	$218,495	1,129	+0.6%	Shares	Sole	2022-07-13
2022-03-31	$230,133	1,122	+0.7%	Shares	Sole	2022-04-21
2021-12-31	$243,007	1,114	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.