SEC 13F Intelligence

Stone Summit Wealth LLC / CMI

Stone Summit Wealth LLC’s Cummins Inc Position

Does Stone Summit Wealth LLC own Cummins Inc (CMI)? Yes8.5K shares worth $5M (+1.27% of its 13F portfolio) as of Q1 2026, down from 9.3K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
8.5K
% of Portfolio
+1.27%
Quarters Held
18
currently held

Position History CMI

Reported value by quarter
Q4 ’21: $679,000Q4 ’21Q1 ’22: $1MQ2 ’22: $1MQ3 ’22: $1MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ3 ’25: $4MQ3 ’25Q4 ’25: $5MQ1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.5K$5M+1.27%
Q4 20259.3K$5M+1.29%
Q3 20259.8K$4M+1.17%
Q2 20259.9K$3M+1.00%
Q1 20259.7K$3M+1.03%
Q4 20249.4K$3M+1.10%
Q3 20249.7K$3M+1.01%
Q2 20249.7K$3M+0.96%
Q1 20249.2K$3M+0.94%
Q4 20239.3K$2M+0.85%
Q3 20239.3K$2M+0.92%
Q2 20237.6K$2M+0.77%
Q1 20237.7K$2M+0.82%
Q4 20227.8K$2M+0.92%
Q3 20227.2K$1M+0.90%
Q2 20226.7K$1M+0.77%
Q1 20226.8K$1M+0.76%
Q4 20213.2K$679,000+0.55%

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