Cummins shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Cummins (CMI) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Cummins
Tip: Access up to 7 years of quarterly data
All positions including Cummins held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Cummins by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $982k | 2.3k | 422.44 |
| 2025-06-30 | $761k | 2.3k | 327.54 |
| 2025-03-31 | $724k | 2.3k | 313.48 |
| 2024-12-31 | $806k | 2.3k | 348.63 |
| 2024-09-30 | $748k | 2.3k | 323.81 |
| 2024-06-30 | $657k | 2.4k | 276.94 |
| 2024-03-31 | $698k | 2.4k | 294.66 |
| 2023-12-31 | $565k | 2.4k | 239.58 |
| 2023-09-30 | $545k | 2.4k | 228.47 |
| 2023-06-30 | $587k | 2.4k | 245.17 |
| 2023-03-31 | $572k | 2.4k | 238.89 |
| 2022-12-31 | $583k | 2.4k | 242.29 |
| 2022-09-30 | $489k | 2.4k | 203.33 |
| 2022-06-30 | $460k | 2.4k | 193.60 |
| 2022-03-31 | $469k | 2.3k | 205.25 |
| 2021-12-31 | $502k | 2.3k | 218.07 |
| 2021-09-30 | $523k | 2.3k | 224.37 |
| 2021-06-30 | $574k | 2.4k | 243.84 |
| 2021-03-31 | $610k | 2.4k | 259.13 |
| 2020-12-31 | $552k | 2.4k | 227.25 |
| 2020-09-30 | $550k | 2.6k | 210.97 |
| 2020-06-30 | $450k | 2.6k | 173.28 |
| 2020-03-31 | $350k | 2.6k | 135.24 |
| 2019-12-31 | $463k | 463 | 1000.00 |
| 2019-09-30 | $428k | 2.6k | 162.49 |
| 2019-06-30 | $451k | 2.6k | 171.22 |
| 2019-03-31 | $416k | 2.6k | 157.93 |
| 2017-12-31 | $428k | 2.4k | 177.59 |
| 2017-06-30 | $387k | 2.4k | 160.51 |
More positions owned by Institute For Wealth Management
View all positions for Institute For Wealth Management