SEC 13F Intelligence

Transform Wealth, LLC / CMI

Transform Wealth, LLC’s Cummins Inc Position

Does Transform Wealth, LLC own Cummins Inc (CMI)? Yes — 42.1K shares worth $13M (+0.80% of its 13F portfolio) as of Q1 2025, up from 38.3K shares the prior filed quarter.

Position Value
$13M
Q1 2025
Shares
42.1K
% of Portfolio
+0.80%
Quarters Held
11
currently held

Position History CMI

Reported value by quarter
Q3 ’22: $5MQ3 ’22Q4 ’22: $7MQ1 ’23: $8MQ1 ’23Q2 ’23: $8MQ3 ’23: $8MQ3 ’23Q4 ’23: $8MQ1 ’24: $10MQ1 ’24Q2 ’24: $10MQ3 ’24: $12MQ3 ’24Q4 ’24: $13MQ1 ’25: $13MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202542.1K$13M+0.80%
Q4 202438.3K$13M+0.74%
Q3 202436.0K$12M+0.77%
Q2 202435.3K$10M+0.73%
Q1 202434.3K$10M+0.96%
Q4 202333.8K$8M+0.79%
Q3 202333.9K$8M+0.82%
Q2 202333.4K$8M+0.74%
Q1 202332.1K$8M+0.72%
Q4 202230.8K$7M+0.84%
Q3 202226.1K$5M+0.69%

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