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Cummins shares owned by Lifeworks Advisors

Quarter-by-quarter ownership of Cummins (CMI) shares owned by Lifeworks Advisors from 13F filings

Historical chart of Lifeworks Advisors investment in Cummins

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All positions including Cummins held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cummins by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4M 13k 422.36
2025-06-30 $4.1M 13k 327.49
2025-03-31 $3.9M 12k 313.44
2024-12-31 $3.7M 11k 348.59
2024-09-30 $3.1M 9.7k 323.80
2024-06-30 $2.4M 8.5k 276.92
2024-03-31 $3.3M 11k 294.66
2023-12-31 $2.1M 8.6k 239.56
2023-09-30 $1.8M 7.8k 228.46
2023-06-30 $1.8M 7.1k 245.18
2023-03-31 $1.4M 5.9k 238.90
2022-12-31 $1.6M 6.8k 242.27
2022-09-30 $1.6M 6.7k 244.46
2022-06-30 $1.3M 6.5k 193.58
2022-03-31 $1.4M 6.6k 205.08
2021-12-31 $574k 2.6k 218.25