Diversify Wealth Management »

Cummins shares owned by Diversify Wealth Management

Quarter-by-quarter ownership of Cummins (CMI) shares owned by Diversify Wealth Management from 13F filings

Historical chart of Diversify Wealth Management investment in Cummins

Tip: Access up to 7 years of quarterly data

All positions including Cummins held by Diversify Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cummins by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 12k 437.70
2025-06-30 $4.6M 12k 399.07
2025-03-31 $2.9M 9.8k 293.16
2024-12-31 $215k 606 355.10

More positions owned by Diversify Wealth Management

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Servicenow (NOW)
Meta Platforms Cl A (META)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Diversify Wealth Management

Top funds holding Cummins

Vanguard Group
BlackRock
State Street Corporation
FMR
Morgan Stanley
Geode Capital Management
Fisher Investments
Northern Trust
Royal Bank of Canada
Dimensional Fund Advisors
Raymond James Financial
Ubs Global Asset Management Americas
Bank of New York Mellon
First Eagle Investment Management
Ameriprise Financial

View all funds holding Cummins