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Cummins shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Cummins (CMI) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Cummins

Tip: Access up to 7 years of quarterly data

All positions including Cummins held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cummins by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 35k 294.65
2023-12-31 $8.4M 35k 239.57
2023-09-30 $7.7M 35k 219.64
2023-06-30 $9.3M 38k 245.16
2023-03-31 $9.2M 38k 238.88
2022-12-31 $9.2M 38k 242.29
2022-09-30 $9.1M 38k 238.92
2019-09-30 $205k 1.3k 162.44
2019-06-30 $213k 1.2k 171.08
2019-03-31 $201k 1.2k 161.45
2018-03-31 $235k 1.5k 162.07
2017-12-31 $261k 1.5k 176.59
2017-09-30 $484k 2.9k 168.06
2017-06-30 $556k 3.4k 162.29
2017-03-31 $575k 3.8k 151.28
2016-12-31 $501k 3.7k 136.62
2016-09-30 $472k 3.7k 128.02
2016-06-30 $451k 4.0k 112.41
2016-03-31 $445k 4.0k 109.96
2015-12-31 $385k 4.4k 87.98
2015-09-30 $108k 996 108.43
2015-06-30 $91k 696 130.75
2015-03-31 $99k 696 142.24