Position in CMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$467,865
+$116,538 QoQ
Shares Held
656
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#1,397
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, 2026Forum Private Client Group LLC holds $467,865 across 1 Specialty Industrial Machinery name. CMI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
656 | $467,865 |
All Filings in CMI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,865 | 656 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $351,327 | 653 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $332,813 | 652 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $274,962 | 651 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $212,547 | 649 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $202,795 | 647 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||