AWM
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Accel Wealth Management’s Cummins CMI Stock Holding History

Accel 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
Q1 		– Sell
-412
Closed -$210K – 291
2025
Q4 		$210K Buy
+412
New +$193K 0.06% 265
2023
Q2 		– Sell
-269
Closed -$64.2K – 290
2023
Q1 		$64.2K Buy
269
+2
+0.7% +$488 0.03% 425
2022
Q4 		$64.7K Buy
267
+2
+0.8% +$476 0.03% 315
2022
Q3 		$59K Sell
265
-165
-38% -$35.1K 0.03% 332
2022
Q2 		$84K Buy
430
+3
+0.7% +$600 0.05% 259
2022
Q1 		$86K Sell
427
-1
-0.2% -$216 0.04% 274
2021
Q4 		$93K Buy
428
+170
+66% +$38.7K 0.05% 273
2021
Q3 		$58K Sell
258
-12
-4% -$2.81K 0.04% 302
2021
Q2 		$66K Buy
270
+2
+0.7% +$511 0.04% 291
2021
Q1 		$70K Buy
268
+1
+0.4% +$250 0.06% 266
2020
Q4 		$61K Buy
+267
New +$60K 0.06% 262

Other funds holding CMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accel Wealth Management's CMI Position: Q1 2026 in Review

Accel Wealth Management sold out of Cummins (CMI) in Q1 2026, closing a stake of 412 shares — an estimated $210K sold.

Accel Wealth Management first reported a position in CMI in Q4 2020 and held it in 11 quarters. The position peaked at $210K in Q4 2025. 1,956 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Accel Wealth Management reported no remaining Cummins position as of Q1 2026 after selling out during the quarter.
  • Accel Wealth Management sold 412 Cummins shares in Q1 2026, an estimated $210K.
  • Accel Wealth Management first reported a position in Cummins in Q4 2020 and held it in 11 quarters.
  • Accel Wealth Management's Cummins position peaked at $210K in Q4 2025.
  • 1,956 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Accel Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.