WealthShield Partners, LLC CMI — CUMMINS INC

Ownership history in WealthShield Partners, LLC  ·  8 quarters on record

AI Ownership Summary

WealthShield Partners, LLC reported CUMMINS INC (CMI) in 8 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.59% in 2026 Q2. The latest visible filing shows CMI at 0.59% 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 WealthShield Partners, 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
2026 Q2

CMI was reported at 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2026 Q2

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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.

CMI stock page WealthShield Partners, LLC fund profile WealthShield Partners, LLC full holdings
How WealthShield Partners, LLC held CMI — position size vs. price
% of Fund (quarterly)    CMI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 5,433 -217 -3.8% 0.59% $3.9M 2026-08-12 $637.85
2026 Q1 REDUCED — — — 5,650 -53 -0.9% 0.34% $3.0M 2026-05-01 $655.38
2025 Q4 ADDED — — — 5,703 +235 +4.3% 0.32% $2.9M 2026-02-03 $598.79
2025 Q3 ADDED — — — 5,468 +934 +20.6% 0.26% $2.3M 2025-10-31 $432.98
2025 Q2 ADDED — — — 4,534 +493 +12.2% 0.18% $1.5M 2025-08-08 $380.93
2025 Q1 ADDED — — — 4,041 +3,962 +5015.2% 0.16% $1.3M 2025-05-09 $300.17
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CMI

As of 2026 Q2 — sorted by position size

CINCINNATI CASUALTY CO 3Y 7Y 17.41% Two Point Capital Management, Inc. 3Y 7.92% WEYBOSSET RESEARCH & MANAGEMENT LLC 3Y 7Y 6.96% Hamlin Capital Management, LLC 3Y 7Y 6.16% Outlook Capital Management, LLC 4.93% Orion Investment Co 4.73% CINCINNATI INSURANCE CO 3Y 7Y 4.4% Eldred Rock Partners, LLC 4.11% Westhampton Capital, LLC 3Y 4.03% MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 3Y 7Y 3.82%

FAQ About WealthShield Partners, 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 WealthShield Partners, LLC reported owning CMI?

WealthShield Partners, LLC reported CMI across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported CMI position in WealthShield Partners, LLC's portfolio?

The largest reported portfolio weight for CMI was 0.59% in 2026 Q2.

What is the latest reported CMI position on this page?

The most recent filing on this page is 2026 Q2, when WealthShield Partners, LLC reported 5,433 shares, equal to 0.59% of portfolio, with an estimated market value of $3.9M.

What does the chart on this CMI ownership page compare?

The chart compares WealthShield Partners, 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.

How well did WealthShield Partners, LLC time their CMI position?

Based on 13F filing dates vs. subsequent CMI price moves, WealthShield Partners, LLC correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on CMI relative to SPY over the holding period was +1582.3%.

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