Position in CMI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$243,204
+$226,408 QoQ
Shares Held
341
+342.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,737
of 2,094 holders
Holding Since
Dec 2021
2 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, 2026Amplius Wealth Advisors, LLC holds $515,904 across 2 Specialty Industrial Machinery names. CMI ranks #2 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
1,905 | $272,700 | |
| 2 | CMI |
Cummins Inc
This page
|
341 | $243,204 |
All Filings in CMI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,204 | 341 | Shares | Sole | 2026-07-17 | |
| 2021-12-31 | $16,796 | 77 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||