44 Wealth Management’s Cummins CMI Stock Holding History

44 Wealth Management’s Portfolio CMI Stock Details CMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.72M	Sell	3,815 -196	-5%	-$129K	0.9%	28
2026 Q1	$2.16M	Sell	4,011 -180	-4%	-$102K	0.75%	38
2025 Q4	$2.14M	Sell	4,191 -43	-1%	-$20.1K	0.72%	44
2025 Q3	$1.79M	Sell	4,234 -104	-2%	-$39.9K	0.61%	46
2025 Q2	$1.42M	Buy	4,338 +36	+0.8%	+$11.1K	0.5%	66
2025 Q1	$1.35M	Buy	+4,302	New	+$1.52M	0.51%	66

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

44 Wealth Management's CMI Position: Q2 2026 in Review

44 Wealth Management reduced its Cummins (CMI) stake by 4.9% in Q2 2026, selling an estimated $129K and leaving 3,815 shares worth $2.72M. The position accounts for 0.9% of the portfolio, ranked #28.

44 Wealth Management first reported a position in CMI in Q1 2025 and has held it in 6 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

44 Wealth Management held 3,815 shares of Cummins worth $2.72M as of Q2 2026.
44 Wealth Management sold 196 Cummins shares in Q2 2026, an estimated $129K.
Cummins made up 0.9% of 44 Wealth Management's portfolio in Q2 2026, its #28 holding.
44 Wealth Management first reported a position in Cummins in Q1 2025 and has held it in 6 quarters since.
2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.