Position in CMI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,050,396
+$3,100,972 QoQ
Shares Held
16,896
+1.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#383
of 2,094 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $46,909,438 across 14 Specialty Industrial Machinery names. CMI ranks #1 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
16,896 | $12,050,396 | |
| 2 | ETN |
Eaton Corp plc
|
17,987 | $7,664,620 | |
| 3 | GEV |
GE Vernova Inc.
|
6,427 | $7,550,825 | |
| 4 | EMR |
Emerson Electric Co
|
39,228 | $5,615,488 | |
| 5 | ITW |
Illinois Tool Works Inc
|
11,836 | $3,201,282 | |
| 6 | NDSN |
Nordson Corp
|
10,417 | $3,142,704 | |
| 7 | ROK |
Rockwell Automation, Inc
|
4,452 | $2,204,096 | |
| 8 | PH |
Parker-Hannifin Corp
|
1,852 | $1,811,478 |
All Filings in CMI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,050,396 | 16,896 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $8,949,424 | 16,634 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $8,929,301 | 17,493 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $7,274,900 | 17,224 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,627,105 | 17,182 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,560,926 | 20,932 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,021,182 | 5,798 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $804,294 | 2,484 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $272,776 | 985 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||