Cummins shares owned by EP Wealth Advisors
Historical chart of EP Wealth Advisors investment in Cummins
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Quarterly reported holdings in Cummins by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $13M | 18k | 713.20 |
| 2026-03-31 | $2.7M | 5.0k | 538.06 |
| 2025-12-31 | $2.7M | 5.3k | 510.46 |
| 2025-06-30 | $1.2M | 3.7k | 327.53 |
| 2025-03-31 | $990k | 3.2k | 313.40 |
| 2024-12-31 | $1.2M | 3.3k | 348.60 |
| 2024-09-30 | $1.1M | 3.4k | 323.70 |
| 2024-06-30 | $520k | 1.9k | 276.97 |
| 2024-03-31 | $542k | 1.8k | 294.64 |
| 2023-12-31 | $461k | 1.9k | 239.57 |
| 2023-09-30 | $533k | 2.3k | 228.49 |
| 2023-06-30 | $529k | 4.7k | 113.60 |
| 2023-03-31 | $1.3M | 758 | 1708.29 |
| 2022-12-31 | $455k | 1.9k | 242.29 |
| 2022-06-30 | $503k | 2.6k | 193.69 |
| 2022-03-31 | $612k | 3.0k | 205.16 |
| 2021-12-31 | $825k | 3.8k | 218.20 |
| 2021-09-30 | $859k | 506k | 1.70 |
| 2021-06-30 | $1.6M | 6.5k | 243.74 |
| 2021-03-31 | $1.9M | 7.4k | 259.06 |
| 2020-12-31 | $288k | 1.3k | 226.77 |
| 2020-09-30 | $329k | 1.6k | 211.03 |
| 2020-06-30 | $305k | 1.8k | 173.39 |
| 2020-03-31 | $291k | 2.2k | 135.10 |
| 2019-12-31 | $551k | 3.1k | 178.90 |
| 2019-09-30 | $359k | 2.2k | 162.44 |
| 2019-06-30 | $326k | 1.9k | 171.22 |
| 2019-03-31 | $248k | 1.6k | 158.06 |
| 2018-12-31 | $220k | 1.6k | 133.82 |
| 2018-09-30 | $492k | 3.4k | 146.04 |