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Legacy Trust

SEC CIK
0001772483
Latest filing
Jul 31, 2026

CMI holding history

Cummins Inc in every 13F filed by Legacy Trust, 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)
17,796
Value
$12.7M
% of portfolio
2.2%
Quarters held
15
Since Q4 2022
Holdings of CMI by Legacy Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,796$12.7M2.2%−193−1.1%ReducedHolders
Q1 202617,989$9.68M1.9%−180−1.0%ReducedHolders
Q4 202518,169$9.27M1.7%+413+2.3%AddedHolders
Q3 202517,756$7.50M1.5%−278−1.5%ReducedHolders
Q2 202518,034$5.91M1.4%−1,764−8.9%ReducedHolders
Q1 202519,798$6.21M1.5%+165+0.8%AddedHolders
Q4 202419,633$6.84M1.6%+211+1.1%AddedHolders
Q3 202419,422$6.29M1.4%+230+1.2%AddedHolders
Q2 202419,192$5.31M1.3%+770+4.2%AddedHolders
Q1 202418,422$5.43M1.4%+175+1.0%AddedHolders
Q4 202318,247$4.37M1.1%−58−0.3%ReducedHolders
Q3 202318,305$4.18M1.2%+95+0.5%AddedHolders
Q2 202318,210$4.46M1.2%+438+2.5%AddedHolders
Q1 202317,772$4.25M1.3%−144−0.8%ReducedHolders
Q4 202217,916$4.34M1.3%–No prior filingHolders