Position in CMI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,629,684
-$1,883,586 QoQ
Shares Held
2,285
-65.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#900
of 2,094 holders
Holding Since
Dec 2025
3 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, 2026FULCRUM WEALTH ADVISORS, LLC holds $1,629,684 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
|
2,285 | $1,629,684 |
All Filings in CMI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,629,684 | 2,285 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,513,270 | 6,530 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,465,927 | 8,749 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||