Position in CMI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,669,306
+$1,107,435 QoQ
Shares Held
7,949
-6.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
4.32%
of 13F equity value
Holder Rank
#539
of 2,094 holders
Holding Since
Dec 2021
19 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, 2026Stone Summit Wealth LLC holds $6,046,422 across 2 Specialty Industrial Machinery names. CMI ranks #1 (93.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
7,949 | $5,669,306 | |
| 2 | ETN |
Eaton Corp plc
|
885 | $377,116 |
All Filings in CMI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,669,306 | 7,949 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,561,871 | 8,479 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,752,799 | 9,311 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,124,865 | 9,766 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,234,390 | 9,876 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,030,651 | 9,669 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,290,435 | 9,439 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,132,020 | 9,673 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,688,990 | 9,710 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,709,306 | 9,195 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,228,001 | 9,300 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,136,101 | 9,350 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,866,893 | 7,615 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,840,809 | 7,706 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,881,624 | 7,766 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,462,422 | 7,186 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,290,651 | 6,669 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,395,978 | 6,806 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $687,359 | 3,151 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||