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Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

CMI holding history

Cummins Inc in every 13F filed by Perigon 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)
6,837
Value
$4.88M
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of CMI by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,837$4.88M0.1%+174+2.6%AddedHolders
Q1 20266,663$3.59M0.1%+346+5.5%AddedHolders
Q4 20256,317$3.22M0.1%−307−4.6%ReducedHolders
Q3 20256,624$2.80M0.1%+521+8.5%AddedHolders
Q2 20256,103$2.00M<0.1%−485−7.4%ReducedHolders
Q1 20256,588$2.06M0.1%+42+0.6%AddedHolders
Q4 20246,546$2.40M0.1%+5,564+566.6%AddedHolders
Q3 2024982$318.0K<0.1%+13+1.3%AddedHolders
Q2 2024969$268.3K<0.1%+40+4.3%AddedHolders
Q1 2024929$273.7K<0.1%−452−32.7%ReducedHolders
Q4 20231,381$330.8K<0.1%+1,381NewHolders