Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$518,112,828
+$186,316,435 QoQ
Shares Held
726,452
+17.8% QoQ
Ownership
0.528%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#30
of 2,094 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Derivatives in CMI
reported options exposure · as of Dec 31, 2023CallValue
$8,624,520
CallShares
36,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $8,459,523,398 across 64 Specialty Industrial Machinery names. CMI ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
9,761,725 | $1,397,390,932 | |
| 2 | ETN |
Eaton Corp plc
|
3,135,220 | $1,335,979,945 | |
| 3 | GEV |
GE Vernova Inc.
|
1,087,329 | $1,277,459,346 | |
| 4 | ITW |
Illinois Tool Works Inc
|
4,367,704 | $1,181,332,898 | |
| 5 | PH |
Parker-Hannifin Corp
|
878,078 | $858,865,651 | |
| 6 | CMI |
Cummins Inc
This page
|
726,452 | $518,112,828 | |
| 7 | DOV |
DOVER Corp
|
1,973,321 | $442,576,431 | |
| 8 | XYL |
Xylem Inc.
|
1,839,680 | $217,468,570 |
All Filings in CMI
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $518,112,828 | 726,452 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $331,796,393 | 616,699 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $299,886,310 | 587,494 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $200,971,246 | 475,818 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $109,372,554 | 333,962 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $105,879,090 | 337,797 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $113,164,622 | 324,626 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $112,814,587 | 348,419 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $94,590,701 | 341,569 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $101,765,036 | 345,376 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $87,568,583 | 365,524 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $8,624,520 | 36,000 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $6,853,800 | 30,000 | Call | Defined | 2023-11-13 | |
| 2023-09-30 | $83,807,122 | 366,835 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,354,800 | 30,000 | Call | Defined | 2023-08-15 | |
| 2023-06-30 | $104,488,172 | 426,204 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $116,690,011 | 488,488 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $7,166,400 | 30,000 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $8,480,150 | 35,000 | Put | Defined | 2023-02-13 | |
| 2022-12-31 | $122,689,111 | 506,373 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $85,375,088 | 419,513 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $84,974,183 | 439,075 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $117,740,726 | 574,037 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $120,437,274 | 552,110 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $215,821,917 | 961,088 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $239,109,828 | 980,722 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $237,153,274 | 915,261 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $209,193,844 | 921,153 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $292,212,917 | 1,383,846 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $291,291,119 | 1,681,237 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $254,103,352 | 1,877,796 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||