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Angeles Wealth Management’s Cummins CMI Stock Holding History

Angeles 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 		$1.91M Buy
2,675
+37
+1% +$24.4K 0.09% 99
2026
Q1 		$1.42M Buy
2,638
+23
+0.9% +$13K 0.08% 98
2025
Q4 		$1.33M Buy
2,615
+519
+25% +$243K 0.07% 109
2025
Q3 		$885K Buy
2,096
+10
+0.5% +$3.83K 0.05% 123
2025
Q2 		$683K Buy
2,086
+4
+0.2% +$1.24K 0.05% 147
2025
Q1 		$653K Sell
2,082
-156
-7% -$55K 0.05% 122
2024
Q4 		$780K Buy
2,238
+1,201
+116% +$422K 0.06% 111
2024
Q3 		$336K Buy
1,037
+3
+0.3% +$889 0.03% 181
2024
Q2 		$286K Buy
1,034
+54
+6% +$15.4K 0.03% 187
2024
Q1 		$289K Sell
980
-25
-2% -$6.44K 0.03% 177
2023
Q4 		$241K Buy
+1,005
New +$228K 0.03% 177

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

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

Angeles Wealth Management increased its Cummins (CMI) stake by 1.4% in Q2 2026, buying an estimated $24.4K and bringing the position to 2,675 shares worth $1.91M. The position accounts for 0.09% of the portfolio, ranked #99.

Angeles Wealth Management first reported a position in CMI in Q4 2023 and has held it in 11 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Angeles Wealth Management held 2,675 shares of Cummins worth $1.91M as of Q2 2026.
  • Angeles Wealth Management bought 37 Cummins shares in Q2 2026, an estimated $24.4K.
  • Cummins made up 0.09% of Angeles Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Angeles Wealth Management first reported a position in Cummins in Q4 2023 and has held it in 11 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.