Cummins shares owned by Focused Wealth Management
Quarter-by-quarter ownership of Cummins (CMI) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused Wealth Management investment in Cummins
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Quarterly reported holdings in Cummins by Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $259k | 363 | 713.21 |
| 2023-12-31 | $48k | 200 | 239.57 |
| 2023-09-30 | $46k | 200 | 228.46 |
| 2023-06-30 | $49k | 200 | 245.16 |
| 2023-03-31 | $48k | 200 | 238.88 |
| 2022-12-31 | $49k | 200 | 242.29 |
| 2022-09-30 | $41k | 200 | 205.00 |
| 2022-06-30 | $47k | 240 | 195.83 |
| 2022-03-31 | $85k | 414 | 205.31 |
| 2021-12-31 | $303k | 1.4k | 218.46 |
| 2021-09-30 | $311k | 1.4k | 224.39 |
| 2021-06-30 | $338k | 1.4k | 244.04 |
| 2021-03-31 | $229k | 884 | 259.05 |
| 2020-12-31 | $178k | 783 | 227.33 |
| 2020-09-30 | $86k | 406 | 211.82 |
| 2020-06-30 | $70k | 405 | 172.84 |
| 2020-03-31 | $130k | 964 | 134.85 |
| 2019-12-31 | $107k | 600 | 178.33 |
| 2019-09-30 | $81k | 500 | 162.00 |
| 2019-06-30 | $103k | 600 | 171.67 |
| 2019-03-31 | $95k | 600 | 158.33 |
| 2018-12-31 | $80k | 600 | 133.33 |
| 2018-09-30 | $15k | 100 | 150.00 |
| 2018-06-30 | $27k | 200 | 135.00 |
| 2018-03-31 | $32k | 200 | 160.00 |
| 2017-12-31 | $35k | 200 | 175.00 |
| 2017-09-30 | $34k | 200 | 170.00 |
| 2017-06-30 | $32k | 200 | 160.00 |
| 2017-03-31 | $30k | 200 | 150.00 |
| 2016-12-31 | $27k | 200 | 135.00 |
| 2016-09-30 | $346k | 2.7k | 128.15 |
| 2016-06-30 | $304k | 2.7k | 112.59 |
| 2016-03-31 | $23k | 210 | 109.52 |
| 2015-12-31 | $35k | 400 | 87.50 |
| 2015-09-30 | $43k | 400 | 107.50 |
| 2015-06-30 | $80k | 613 | 130.51 |
| 2015-03-31 | $85k | 612 | 138.89 |
| 2014-12-31 | $88k | 611 | 144.03 |
| 2014-09-30 | $115k | 869 | 132.34 |
| 2014-06-30 | $134k | 868 | 154.38 |
| 2014-03-31 | $129k | 868 | 148.62 |
| 2013-12-31 | $122k | 867 | 140.72 |
| 2013-09-30 | $115k | 866 | 132.79 |