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Cummins shares owned by Forum Private Client Group

Quarter-by-quarter ownership of Cummins (CMI) shares owned by Forum Private Client Group from 13F filings

Historical chart of Forum Private Client Group investment in Cummins

Tip: Access up to 7 years of quarterly data

All positions including Cummins held by Forum Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cummins by Forum Private Client Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $275k 651 422.09
2025-06-30 $213k 649 327.39
2025-03-31 $203k 647 313.36

More positions owned by Forum Private Client Group

Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Forum Private Client Group

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