Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$596,243
+$136,774 QoQ
Shares Held
836
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,287
of 2,094 holders
Holding Since
Dec 2024
7 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, 2026Jacksonville Wealth Management, LLC holds $596,243 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
|
836 | $596,243 |
All Filings in CMI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,243 | 836 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $459,469 | 854 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $435,413 | 853 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $359,436 | 851 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $278,047 | 849 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $262,662 | 838 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $296,658 | 851 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||