Position in CMI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,531,895
+$629,995 QoQ
Shares Held
3,550
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#772
of 2,094 holders
Holding Since
Mar 2025
6 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, 2026Peterson Wealth Services holds $7,314,019 across 3 Specialty Industrial Machinery names. CMI ranks #2 (34.6% of the industry book) .
All Filings in CMI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,531,895 | 3,550 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,901,900 | 3,535 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,750,843 | 3,430 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $465,029 | 1,101 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,114,482 | 3,403 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,022,441 | 3,262 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||