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Cummins shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of Cummins (CMI) shares owned by Monticello Wealth Management from 13F filings

Historical chart of Monticello Wealth Management investment in Cummins

Tip: Access up to 7 years of quarterly data

All positions including Cummins held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cummins by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $488k 956 510.45

More positions owned by Monticello Wealth Management

Spdr Series Trust State Street Spd (SPYM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Victory Portfolios Ii Core Intrmediate (UBND)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPMD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p Ttl Stk (ITOT)
InterDigital (IDCC)

View all positions for Monticello Wealth Management

Top funds holding Cummins

Vanguard Group
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Norges Bank Investment Management
Raymond James Financial
Dimensional Fund Advisors
Ubs Global Asset Management Americas
Robeco Investment Management
Citadel Advisors
Bank of New York Mellon
Ameriprise Financial

View all funds holding Cummins