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Cummins shares owned by Executive Wealth Management

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

Historical chart of Executive Wealth Management investment in Cummins

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

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Quarterly reported holdings in Cummins by Executive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.4M 24k 348.59
2024-09-30 $9.5M 30k 323.79
2024-03-31 $8.7M 30k 294.53
2019-09-30 $20k 128 156.25
2019-06-30 $22k 127 173.23
2019-03-31 $20k 126 158.73
2018-12-31 $19k 145 131.03

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Angel Oak Funds Trust Income Etf (CARY)
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View all positions for Executive 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