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Livermore
Livermore
ZHEN

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

CMI holding history

Cummins Inc in every 13F filed by GWM 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 2026)
101,415
Value
$72.3M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of CMI by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026101,415$72.3M0.2%+5,268+5.5%AddedHolders
Q1 202696,147$51.7M0.2%+53,048+123.1%AddedHolders
Q4 202543,099$22.0M0.1%+734+1.7%AddedHolders
Q3 202542,365$17.9M0.1%+2,086+5.2%AddedHolders
Q2 202540,279$13.2M0.1%−4,624−10.3%ReducedHolders
Q1 202544,903$14.1M0.1%+14,528+47.8%AddedHolders
Q4 202430,375$10.6M0.1%+8,106+36.4%AddedHolders
Q3 202422,269$7.21M<0.1%+189+0.9%AddedHolders
Q2 202422,080$6.11M<0.1%+18,013+442.9%AddedHolders
Q1 20244,067$1.20M<0.1%−295−6.8%ReducedHolders
Q4 20234,362$1.04M<0.1%+948+27.8%AddedHolders
Q3 20233,414$779.9K<0.1%−164−4.6%ReducedHolders
Q2 20233,578$877.2K<0.1%−2,430−40.4%ReducedHolders
Q1 20236,008$1.44M<0.1%+2,474+70.0%AddedHolders
Q4 20223,534$107.4K<0.1%+700+24.7%AddedHolders
Q3 20222,834$577.0K<0.1%+452+19.0%AddedHolders
Q2 20222,382$461.0K<0.1%+2,382NewHolders
Q1 20220$00.0%−4,485−100.0%Sold outHolders
Q4 20214,485$978.0K<0.1%+1,882+72.3%AddedHolders
Q3 20212,603$585.0K<0.1%−189−6.8%ReducedHolders
Q2 20212,792$681.0K<0.1%+132+5.0%AddedHolders
Q1 20212,660$689.0K<0.1%––Holders

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