Ownership history in Linscomb Wealth, Inc. · 43 quarters on record
This page tracks every 13F SEC filing in which Linscomb Wealth, Inc. reported a position in CUMMINS INC (CMI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 38,027 | -439 | -1.1% | 0.81% | $19.4M | $508.74 |
| 2025 Q3 | REDUCED | 38,466 | -576 | -1.5% | 0.70% | $16.2M | $419.14 |
| 2025 Q2 | ADDED | 39,042 | +1,073 | +2.8% | 0.59% | $12.8M | $323.35 |
| 2025 Q1 | REDUCED | 37,969 | -498 | -1.3% | 0.59% | $11.9M | $307.72 |
| 2024 Q4 | ADDED | 38,467 | +79 | +0.2% | 0.67% | $13.4M | $340.62 |
| 2024 Q3 | REDUCED | 38,388 | -743 | -1.9% | 0.62% | $12.4M | $314.81 |
| 2024 Q2 | REDUCED | 39,131 | -586 | -1.5% | 0.56% | $10.8M | $267.65 |
| 2024 Q1 | ADDED | 39,717 | +302 | +0.8% | 0.60% | $11.7M | $283.11 |
| 2023 Q4 | REDUCED | 39,415 | -1,159 | -2.9% | 0.52% | $9.4M | $228.72 |
| 2023 Q3 | REDUCED | 40,574 | -1,774 | -4.2% | 0.54% | $9.3M | $216.47 |
As of 2025 Q4 — sorted by position size