Skip to main content

CapWealth Advisors, LLC

SEC CIK
0001531809
Latest filing
Jul 28, 2026

CMI holding history

Cummins Inc in every 13F filed by CapWealth Advisors, 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 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2021
Holdings of CMI by CapWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−1,304−100.0%Sold outHolders
Q1 20231,304$311.5K<0.1%−200−13.3%ReducedHolders
Q4 20221,504$364.4K<0.1%00.0%UnchangedHolders
Q3 20221,504$306.0K<0.1%00.0%UnchangedHolders
Q2 20221,504$291.0K<0.1%00.0%UnchangedHolders
Q1 20221,504$308.0K<0.1%00.0%UnchangedHolders
Q4 20211,504$328.0K<0.1%+1,504NewHolders