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Alvarez & Marsal Private Wealth Partners’s Cummins CMI Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		– Sell
-495
Closed -$266K – 131
2026
Q1 		$266K Buy
+495
New +$280K 0.04% 137

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

Alvarez & Marsal Private Wealth Partners's CMI Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Cummins (CMI) in Q2 2026, closing a stake of 495 shares — an estimated $266K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in CMI in Q1 2026 and held it in 1 quarter. The position peaked at $266K in Q1 2026. 2,092 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 495 Cummins shares in Q2 2026, an estimated $266K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Cummins in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's Cummins position peaked at $266K in Q1 2026.
  • 2,092 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.