Cummins shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Cummins (CMI) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Cummins
Tip: Access up to 7 years of quarterly data
All positions including Cummins held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Cummins by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $312k | 739 | 422.37 |
| 2025-06-30 | $201k | 613 | 327.50 |
| 2025-03-31 | $212k | 676 | 313.44 |
| 2024-12-31 | $219k | 627 | 348.60 |
| 2019-03-31 | $11k | 72 | 152.78 |
| 2018-12-31 | $8.0k | 60 | 133.33 |
| 2018-09-30 | $3.0k | 24 | 125.00 |
| 2018-06-30 | $3.0k | 24 | 125.00 |
| 2018-03-31 | $68k | 423 | 160.76 |
| 2017-12-31 | $1.0k | 6 | 166.67 |