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Cummins shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Cummins (CMI) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group investment in Cummins

Tip: Access up to 7 years of quarterly data

All positions including Cummins held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cummins by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $264k 815 323.77
2024-06-30 $233k 840 276.88
2024-03-31 $247k 839 294.60

More positions owned by Wescott Financial Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Merck & Co (MRK)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Wescott Financial Advisory Group

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