Summit Financial Wealth Advisors »

Cummins shares owned by Summit Financial Wealth Advisors

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

Historical chart of Summit Financial Wealth Advisors investment in Cummins

Tip: Access up to 7 years of quarterly data

All positions including Cummins held by Summit Financial Wealth Advisors 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 Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $9.5M 34k 276.93
2024-03-31 $10M 35k 294.65
2023-12-31 $8.4M 35k 239.57
2023-09-30 $7.7M 35k 219.64
2023-06-30 $9.3M 38k 245.16
2023-03-31 $9.2M 38k 238.88
2022-12-31 $9.2M 38k 242.29
2022-09-30 $9.1M 38k 238.92
2019-09-30 $205k 1.3k 162.44
2019-06-30 $213k 1.2k 171.08
2019-03-31 $201k 1.2k 161.45
2018-03-31 $235k 1.5k 162.07
2017-12-31 $261k 1.5k 176.59
2017-09-30 $484k 2.9k 168.06
2017-06-30 $556k 3.4k 162.29
2017-03-31 $575k 3.8k 151.28
2016-12-31 $501k 3.7k 136.62
2016-09-30 $472k 3.7k 128.02
2016-06-30 $451k 4.0k 112.41
2016-03-31 $445k 4.0k 109.96
2015-12-31 $385k 4.4k 87.98
2015-09-30 $108k 996 108.43
2015-06-30 $91k 696 130.75
2015-03-31 $99k 696 142.24