SEC 13F Intelligence

Florida Trust Wealth Management Co / CMI

Florida Trust Wealth Management Co’s Cummins Inc Position

Does Florida Trust Wealth Management Co own Cummins Inc (CMI)? Yes — 60.3K shares worth $32M (+0.91% of its 13F portfolio) as of Q1 2026, down from 60.8K shares the prior filed quarter.

Position Value
$32M
Q1 2026
Shares
60.3K
% of Portfolio
+0.91%
Quarters Held
10
currently held

Position History CMI

Reported value by quarter
Q4 ’23: $17MQ4 ’23Q1 ’24: $21MQ2 ’24: $18MQ2 ’24Q3 ’24: $21MQ4 ’24: $21MQ4 ’24Q1 ’25: $20MQ2 ’25: $21MQ2 ’25Q3 ’25: $26MQ4 ’25: $31MQ4 ’25Q1 ’26: $32Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202660.3K$32M+0.91%
Q4 202560.8K$31M+0.86%
Q3 202562.1K$26M+0.75%
Q2 202563.4K$21M+0.64%
Q1 202562.7K$20M+0.64%
Q4 202461.4K$21M+0.68%
Q3 202463.6K$21M+0.66%
Q2 202466.8K$18M+0.63%
Q1 202470.6K$21M+0.71%
Q4 202371.7K$17M+0.63%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Florida Trust Wealth Management Co’s full portfolio or all institutional holders of CMI.