Cummins shares owned by Forum Financial Management
Quarter-by-quarter ownership of Cummins (CMI) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Cummins
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Quarterly reported holdings in Cummins by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $203k | 378 | 537.94 |
| 2025-12-31 | $992k | 1.9k | 510.47 |
| 2025-09-30 | $819k | 1.9k | 422.36 |
| 2025-06-30 | $557k | 1.7k | 327.47 |
| 2025-03-31 | $503k | 1.6k | 313.39 |
| 2024-12-31 | $563k | 1.6k | 348.52 |
| 2024-09-30 | $376k | 1.2k | 323.89 |
| 2024-06-30 | $332k | 1.2k | 276.98 |
| 2024-03-31 | $340k | 1.2k | 294.69 |
| 2023-12-31 | $276k | 1.2k | 239.38 |
| 2023-09-30 | $329k | 1.4k | 228.45 |
| 2023-06-30 | $319k | 1.3k | 245.23 |
| 2023-03-31 | $265k | 1.1k | 238.80 |
| 2022-12-31 | $269k | 1.1k | 242.29 |
| 2022-03-31 | $268k | 1.3k | 204.74 |
| 2021-12-31 | $317k | 1.5k | 218.02 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management