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Activest Wealth Management’s Cummins CMI Stock Holding History

Activest 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 		$37.8K Sell
53
-3
-5% -$1.98K 0.01% 318
2026
Q1 		$30.1K Buy
56
+5
+10% +$2.83K 0.01% 426
2025
Q4 		$26K Buy
51
+43
+538% +$20.1K ﹤0.01% 442
2025
Q3 		$3.38K Buy
8
+2
+33% +$767 ﹤0.01% 709
2025
Q2 		$1.97K Sell
6
-12
-67% -$3.71K ﹤0.01% 690
2025
Q1 		$5.64K Buy
18
+17
+1,700% +$5.99K ﹤0.01% 490
2024
Q4 		$349 Buy
+1
New +$351 ﹤0.01% 575

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Activest Wealth Management reduced its Cummins (CMI) stake by 5.4% in Q2 2026, selling an estimated $1.98K and leaving 53 shares worth $37.8K. The position accounts for 0.01% of the portfolio, ranked #318.

Activest Wealth Management first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 2,092 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Activest Wealth Management held 53 shares of Cummins worth $37.8K as of Q2 2026.
  • Activest Wealth Management sold 3 Cummins shares in Q2 2026, an estimated $1.98K.
  • Cummins made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #318 holding.
  • Activest Wealth Management first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 2,092 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.