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Livermore
Livermore
ZHEN

Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

CMI holding history

Cummins Inc in every 13F filed by Segment 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)
2,747
Value
$1.96M
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of CMI by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,747$1.96M0.1%+248+9.9%AddedHolders
Q1 20262,499$1.34M0.1%+12+0.5%AddedHolders
Q4 20252,487$1.27M0.1%00.0%UnchangedHolders
Q3 20252,487$1.05M0.1%00.0%UnchangedHolders
Q2 20252,487$814.5K0.1%00.0%UnchangedHolders
Q1 20252,487$779.5K0.1%00.0%UnchangedHolders
Q4 20242,487$867.0K0.1%00.0%UnchangedHolders
Q3 20242,487$805.3K0.1%−2−0.1%ReducedHolders
Q2 20242,489$689.3K0.1%−2−0.1%ReducedHolders
Q1 20242,491$734.0K0.1%+6+0.2%AddedHolders
Q4 20232,485$595.3K0.1%+2,485NewHolders