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Ariadne Wealth Management’s Cummins CMI Stock Holding History

Ariadne 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 		$263K Sell
369
-46
-11% -$30.3K 0.12% 192
2026
Q1 		$223K Buy
415
+20
+5% +$11.3K 0.1% 214
2025
Q4 		$233K Buy
+395
New +$185K 0.1% 211

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

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

Ariadne Wealth Management reduced its Cummins (CMI) stake by 11% in Q2 2026, selling an estimated $30.3K and leaving 369 shares worth $263K. The position accounts for 0.12% of the portfolio, ranked #192.

Ariadne Wealth Management first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,104 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Ariadne Wealth Management held 369 shares of Cummins worth $263K as of Q2 2026.
  • Ariadne Wealth Management sold 46 Cummins shares in Q2 2026, an estimated $30.3K.
  • Cummins made up 0.12% of Ariadne Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Ariadne Wealth Management first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.