SEC 13F Intelligence

Wealth Advisory Solutions, LLC / CMI

Wealth Advisory Solutions, LLC’s Cummins Inc Position

Does Wealth Advisory Solutions, LLC own Cummins Inc (CMI)? Not currently — the last reported position was 18.2K shares worth $4M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q4 2023
Shares
18.2K
% of Portfolio
+1.52%
Quarters Held
7
position exited

Position History CMI

Reported value by quarter
Q1 ’22: $4MQ1 ’22Q2 ’22: $6MQ2 ’22Q3 ’22: $6MQ3 ’22Q4 ’22: $7MQ4 ’22Q1 ’23: $4MQ1 ’23Q2 ’23: $4MQ2 ’23Q4 ’23: $4MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202318.2K$4M+1.52%
Q2 202318.0K$4M+1.17%
Q1 202318.5K$4M+1.18%
Q4 202230.0K$7M+1.95%
Q3 202230.9K$6M+1.74%
Q2 202231.3K$6M+1.49%
Q1 202221.9K$4M+0.93%

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