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Cummins shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in Cummins

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Cummins by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $249k 487 510.77
2024-09-30 $221k 683 323.91

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Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
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Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Technology Select Sector Spdr Technology (XLK)

View all positions for Wellspring Financial Advisors

Top funds holding Cummins

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Fisher Investments
Northern Trust
Norges Bank Investment Management
Royal Bank of Canada
Raymond James Financial
Dimensional Fund Advisors
Ubs Global Asset Management Americas
Hotchkis and Wiley Capital Management
Jpmorgan Chase & Co
Marshfield Associates

View all funds holding Cummins