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Livermore
Livermore
ZHEN

Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

CMI holding history

Cummins Inc in every 13F filed by Boston Private Wealth 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)
1,220
Value
$870.2K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of CMI by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,220$870.2K0.1%−15−1.2%ReducedHolders
Q1 20261,235$664.8K<0.1%−7−0.6%ReducedHolders
Q4 20251,242$634.0K<0.1%−79−6.0%ReducedHolders
Q3 20251,321$558.0K<0.1%−1,091−45.2%ReducedHolders
Q2 20252,412$790.0K<0.1%+2,412NewHolders
Q1 20250$00.0%−4,362−100.0%Sold outHolders
Q4 20244,362$1.52M<0.1%+4,362NewHolders
Q3 20240$00.0%−5,536−100.0%Sold outHolders
Q2 20245,536$1.53M<0.1%−533−8.8%ReducedHolders
Q1 20246,069$1.79M<0.1%−164−2.6%ReducedHolders
Q4 20236,233$1.49M<0.1%−378−5.7%ReducedHolders
Q3 20236,611$1.51M<0.1%−1,049−13.7%ReducedHolders
Q2 20237,660$1.88M<0.1%−907−10.6%ReducedHolders
Q1 20238,567$2.05M<0.1%−4,174−32.8%ReducedHolders
Q4 202212,741$3.09M<0.1%−5,839−31.4%ReducedHolders
Q3 202218,580$3.78M0.1%−93,503−83.4%ReducedHolders
Q2 2022112,083$21.7M0.3%+4,273+4.0%AddedHolders
Q1 2022107,810$22.1M0.3%+104,308+2,978.5%AddedHolders
Q4 20213,502$764.0K<0.1%−4,663−57.1%ReducedHolders
Q3 20218,165$1.83M<0.1%−182−2.2%ReducedHolders
Q2 20218,347$2.04M<0.1%−71−0.8%ReducedHolders
Q1 20218,418$2.18M<0.1%––Holders

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