SEC 13F Intelligence

Massachusetts Wealth Management / CMI

Massachusetts Wealth Management’s Cummins Inc Position

Does Massachusetts Wealth Management own Cummins Inc (CMI)? Yes4.9K shares worth $3M (+1.13% of its 13F portfolio) as of Q1 2026, down from 4.9K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
4.9K
% of Portfolio
+1.13%
Quarters Held
14
currently held

Position History CMI

Reported value by quarter
Q4 ’22: $1MQ4 ’22Q1 ’23: $955,520Q2 ’23: $1MQ2 ’23Q3 ’23: $984,663Q4 ’23: $1MQ4 ’23Q1 ’24: $1MQ2 ’24: $1MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $1MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.9K$3M+1.13%
Q4 20254.9K$3M+1.17%
Q3 20254.9K$2M+1.03%
Q2 20254.9K$2M+0.90%
Q1 20254.7K$1M+1.01%
Q4 20244.8K$2M+1.04%
Q3 20244.8K$2M+0.98%
Q2 20244.7K$1M+0.87%
Q1 20244.8K$1M+0.99%
Q4 20234.5K$1M+0.86%
Q3 20234.3K$984,663+0.90%
Q2 20234.1K$1M+0.97%
Q1 20234.0K$955,520+0.99%
Q4 20224.1K$1M+0.99%

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