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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
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 $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

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

Angeles Wealth Management increased its Cummins (CMI) stake by 0.88% in Q1 2026, buying an estimated $13K and bringing the position to 2,638 shares worth $1.42M. The position accounts for 0.08% of the portfolio, ranked #98.

Angeles Wealth Management first reported a position in CMI in Q4 2023 and has held it in 10 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Angeles Wealth Management held 2,638 shares of Cummins worth $1.42M as of Q1 2026.
  • Angeles Wealth Management bought 23 Cummins shares in Q1 2026, an estimated $13K.
  • Cummins made up 0.08% of Angeles Wealth Management's portfolio in Q1 2026, its #98 holding.
  • Angeles Wealth Management first reported a position in Cummins in Q4 2023 and has held it in 10 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.