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Accredited Wealth Management’s Cummins CMI Stock Holding History

Accredited 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
2025
Q3 		$42.2K Buy
3,200
+3,100
+3,100% +$1.19M 0.03% 151
2025
Q2 		$32.8K Hold
100
– – 0.03% 167
2025
Q1 		$31.3K Buy
+100
New +$35.2K 0.03% 154

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Accredited Wealth Management's CMI Position: Q3 2025 in Review

Accredited Wealth Management increased its Cummins (CMI) stake by 3,100% in Q3 2025, buying an estimated $1.19M and bringing the position to 3,200 shares worth $42.2K. The position accounts for 0.03% of the portfolio, ranked #151.

Accredited Wealth Management first reported a position in CMI in Q1 2025 and has held it in 3 quarters since. 1,682 funds tracked by Wall St. Rank hold CMI as of Q3 2025.

  • Accredited Wealth Management held 3,200 shares of Cummins worth $42.2K as of Q3 2025.
  • Accredited Wealth Management bought 3,100 Cummins shares in Q3 2025, an estimated $1.19M.
  • Cummins made up 0.03% of Accredited Wealth Management's portfolio in Q3 2025, its #151 holding.
  • Accredited Wealth Management first reported a position in Cummins in Q1 2025 and has held it in 3 quarters since.
  • 1,682 funds tracked by Wall St. Rank held Cummins as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.