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Moran Wealth Management, LLC

SEC CIK
0001965334
Latest filing
Aug 5, 2026

CMI holding history

Cummins Inc in every 13F filed by Moran 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q4 2022
Holdings of CMI by Moran Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−16,910−100.0%Sold outHolders
Q4 202416,910$5.89M0.2%−117−0.7%ReducedHolders
Q3 202417,027$5.51M0.2%−3,069−15.3%ReducedHolders
Q2 202420,096$5.57M0.2%+8,375+71.5%AddedHolders
Q1 202411,721$3.45M0.1%+31+0.3%AddedHolders
Q4 202311,690$2.80M0.1%−486−4.0%ReducedHolders
Q3 202312,176$2.78M0.1%+211+1.8%AddedHolders
Q2 202311,965$2.93M0.1%−1,546−11.4%ReducedHolders
Q1 202313,511$3.23M0.1%+3,111+29.9%AddedHolders
Q4 202210,400$2.52M0.1%–No prior filingHolders