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Asset One Wealth Management’s Cummins CMI Stock Holding History

Asset One 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 		$7.07M Buy
10,617
+67
+0.6% +$44.1K 0.75% 33
2026
Q1 		$6.74M Buy
10,550
+2,469
+31% +$1.4M 0.75% 30
2025
Q4 		$4.81M Buy
+8,081
New +$3.78M 0.66% 37

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Asset One Wealth Management's CMI Position: Q2 2026 in Review

Asset One Wealth Management increased its Cummins (CMI) stake by 0.64% in Q2 2026, buying an estimated $44.1K and bringing the position to 10,617 shares worth $7.07M. The position accounts for 0.75% of the portfolio, ranked #33.

Asset One Wealth Management first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 1,788 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Asset One Wealth Management held 10,617 shares of Cummins worth $7.07M as of Q2 2026.
  • Asset One Wealth Management bought 67 Cummins shares in Q2 2026, an estimated $44.1K.
  • Cummins made up 0.75% of Asset One Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Asset One Wealth Management first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
  • 1,788 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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