Position in CMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,047,546
+$1,950,524 QoQ
Shares Held
4,273
+109.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#716
of 2,094 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Williamson Legacy Group, LLC holds $7,623,625 across 2 Specialty Industrial Machinery names. CMI ranks #2 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
3,895 | $4,576,079 | |
| 2 | CMI |
Cummins Inc
This page
|
4,273 | $3,047,546 |
All Filings in CMI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,047,546 | 4,273 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,097,022 | 2,039 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $712,077 | 1,395 | Shares | Sole | 2026-02-09 | |
| 2025-03-31 | $1,011,157 | 3,226 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,037,433 | 2,976 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||