Sterling Wealth Management »

Cummins shares owned by Sterling Wealth Management

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

Historical chart of Sterling Wealth Management investment in Cummins

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cummins by Sterling Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $389k 1.2k 323.79
2024-06-30 $328k 1.2k 276.93
2024-03-31 $351k 1.2k 294.65
2023-12-31 $285k 1.2k 239.57

More positions owned by Sterling Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Short Duration F (DFSD)
Hubbell (HUBB)

View all positions for Sterling Wealth Management

Top funds holding Cummins

Vanguard Group
BlackRock
BlackRock
State Street Corporation
T. Rowe Price Associates
Geode Capital Management
Morgan Stanley
Fisher Investments
Pathway Financial Advisers
First Eagle Investment Management
Northern Trust
Dimensional Fund Advisors
Stifel Financial
Hotchkis and Wiley Capital Management
LSV Asset Management

View all funds holding Cummins