Cummins shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of Cummins (CMI) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in Cummins
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Quarterly reported holdings in Cummins by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 6.1k | 422.37 |
| 2025-06-30 | $2.1M | 6.5k | 327.49 |
| 2025-03-31 | $2.1M | 6.7k | 313.45 |
| 2021-09-30 | $106k | 471 | 225.05 |
| 2021-06-30 | $111k | 471 | 235.67 |
| 2021-03-31 | $121k | 471 | 256.90 |
| 2020-12-31 | $107k | 471 | 227.18 |