LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in CMI — Cummins Inc
CIK 932974
BOSTON, MA
Position in CMI
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$4,044,296
+$207,244 QoQ
Shares Held
7,517
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $213,790,591 across 16 Specialty Industrial Machinery names. CMI ranks #4 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
204,952 | $183,481,228 | |
| 2 | ITW |
Illinois Tool Works Inc
|
35,945 | $9,356,124 | |
| 3 | ROK |
Rockwell Automation, Inc
|
21,410 | $7,683,620 | |
| 4 | CMI |
Cummins Inc
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|
7,517 | $4,044,296 | |
| 5 | GEV |
GE Vernova Inc.
|
2,420 | $2,112,418 | |
| 6 | GNRC |
Generac Holdings Inc.
|
8,655 | $1,690,581 | |
| 7 | EMR |
Emerson Electric Co
|
8,671 | $1,136,074 | |
| 8 | XYL |
Xylem Inc.
|
7,900 | $944,050 |
All Filings in CMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,044,296 | 7,517 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,837,052 | 7,517 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,157,638 | 7,476 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,448,390 | 7,476 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,343,277 | 7,476 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,606,133 | 7,476 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,420,654 | 7,476 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,122,945 | 7,666 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,600,580 | 8,826 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,281,904 | 9,525 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,158,947 | 9,450 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,316,762 | 9,450 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,257,416 | 9,450 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,289,640 | 9,450 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $1,951,660 | 9,590 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,869,499 | 9,660 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,984,849 | 9,677 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $2,132,754 | 9,777 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,179,803 | 9,707 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,366,663 | 9,707 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,515,180 | 9,707 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,318,691 | 10,210 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $2,174,948 | 10,300 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $2,020,211 | 11,660 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,825,602 | 13,491 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||