CMI β€” CUMMINS INC

Ownership history in Clearstead Trust, LLC  Β·  3 quarters on record

AI Ownership Summary

Clearstead Trust, LLC reported CUMMINS INC (CMI) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows CMI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CMI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clearstead Trust, LLC's position in CUMMINS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CMI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Clearstead Trust, LLC held CMI β€” position size vs. price
% of Fund (quarterly)    CMI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 9 β€” 0% 0.00% $4K 2025-11-10 $480.64
2025 Q2 REDUCED 9 -356 -97.5% 0.00% $3K 2025-08-08 $382.13
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Clearstead Trust, LLC and CMI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clearstead Trust, LLC reported owning CMI?

Clearstead Trust, LLC reported CMI across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported CMI position in Clearstead Trust, LLC's portfolio?

The largest reported portfolio weight for CMI was 0.00% in 2025 Q3.

What is the latest reported CMI position on this page?

The most recent filing on this page is 2025 Q3, when Clearstead Trust, LLC reported 9 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this CMI ownership page compare?

The chart compares Clearstead Trust, LLC's quarterly CMI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Clearstead Trust, LLC Holdings