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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

CMI holding history

Cummins Inc in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMI overviewAll 13F holders of CMIFull Q2 2026 holdings

Shares (Q2 2026)
1,168
Value
$833.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CMI by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,168$833.0K<0.1%00.0%UnchangedHolders
Q1 20261,168$628.4K<0.1%00.0%UnchangedHolders
Q4 20251,168$596.2K<0.1%−13−1.1%ReducedHolders
Q3 20251,181$498.8K<0.1%−53−4.3%ReducedHolders
Q2 20251,234$404.1K<0.1%00.0%UnchangedHolders
Q1 20251,234$386.8K<0.1%00.0%UnchangedHolders
Q4 20241,234$430.2K<0.1%00.0%UnchangedHolders
Q3 20241,234$399.6K<0.1%−150−10.8%ReducedHolders
Q2 20241,384$383.3K<0.1%00.0%UnchangedHolders
Q1 20241,384$407.8K<0.1%−14−1.0%ReducedHolders
Q4 20231,398$334.9K<0.1%+20+1.5%AddedHolders
Q3 20231,378$314.8K<0.1%00.0%UnchangedHolders
Q2 20231,378$337.8K<0.1%−100−6.8%ReducedHolders
Q1 20231,478$353.1K<0.1%−48−3.1%ReducedHolders
Q4 20221,526$369.7K<0.1%+124+8.8%AddedHolders
Q3 20221,402$285.0K<0.1%−981−41.2%ReducedHolders
Q2 20222,383$461.0K<0.1%−13−0.5%ReducedHolders
Q1 20222,396$491.0K<0.1%+979+69.1%AddedHolders
Q4 20211,417$309.0K<0.1%00.0%UnchangedHolders
Q3 20211,417$318.0K<0.1%00.0%UnchangedHolders
Q2 20211,417$345.0K<0.1%−5,004−77.9%ReducedHolders
Q1 20216,421$1.66M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.