Position in CMI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$425,073
+$119,478 QoQ
Shares Held
596
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,451
of 2,094 holders
Holding Since
Dec 2025
3 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, 2026LAUREL OAK WEALTH MANAGEMENT, LLC holds $876,219 across 2 Specialty Industrial Machinery names. CMI ranks #2 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
384 | $451,146 | |
| 2 | CMI |
Cummins Inc
This page
|
596 | $425,073 |
All Filings in CMI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,073 | 596 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $305,595 | 568 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $279,216 | 547 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||