WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

Position in CMI — Cummins Inc

CIK 752365 SOUTH BEND, IN

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Position in CMI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$276,012

+$34,442 QoQ

Shares Held

387

-13.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,660

of 2,094 holders

Holding Since

Jun 2020

12 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, 2026

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $4,739,770 across 6 Specialty Industrial Machinery names. CMI ranks #6 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSW	Csw Industrials, Inc.	8,077	$2,247,829
2	ITW	Illinois Tool Works Inc	4,474	$1,210,082
3	ETN	Eaton Corp plc	852	$363,054
4	EMR	Emerson Electric Co	2,258	$323,232
5	GEV	GE Vernova Inc.	272	$319,561
6	CMI	Cummins Inc This page	387	$276,012

All Filings in CMI

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12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$276,012	387	-13.8%	Shares	Sole	2026-08-12
2026-03-31	$241,570	449	-26.2%	Shares	Sole	2026-05-11
2025-12-31	$310,353	608	+5.7%	Shares	Sole	2026-02-11
2025-09-30	$242,862	575	-49.2%	Shares	Sole	2025-11-13
2022-12-31	$274,272	1,132	+17.3%	Shares	Sole	2023-01-30
2021-12-31	$210,505	965	0.0%	Shares	Sole	2022-01-24
2021-09-30	$216,700	965	+2.7%	Shares	Sole	2021-10-18
2021-06-30	$229,181	940	0.0%	Shares	Sole	2021-07-13
2021-03-31	$243,563	940	0.0%	Shares	Sole	2021-04-30
2020-12-31	$213,474	940	-72.7%	Shares	Sole	2021-01-28
2020-09-30	$726,390	3,440	-22.5%	Shares	Sole	2020-10-27
2020-06-30	$769,274	4,440	—	Shares	Sole	2020-07-16
No filing history on record for this holder in this stock.