Atlantic Edge Private Wealth Management’s Cummins CMI Stock Holding History

Atlantic Edge Private 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	$4.01M	Buy	5,622 +164	+3%	+$108K	0.82%	32
2026 Q1	$2.94M	Sell	5,458 -89	-2%	-$50.4K	0.72%	33
2025 Q4	$2.83M	Sell	5,547 -10	-0.2%	-$4.67K	0.7%	36
2025 Q3	$2.35M	Buy	5,557 +96	+2%	+$36.8K	0.6%	44
2025 Q2	$1.79M	Sell	5,461 -67	-1%	-$20.7K	0.49%	51
2025 Q1	$1.73M	Buy	5,528 +45	+0.8%	+$15.9K	0.53%	48
2024 Q4	$1.91M	Sell	5,483 -20	-0.4%	-$7.03K	0.59%	45
2024 Q3	$1.78M	Buy	5,503 +130	+2%	+$38.5K	0.54%	46
2024 Q2	$1.49M	Buy	5,373 +35	+0.7%	+$10K	0.5%	52
2024 Q1	$1.57M	Buy	5,338 +373	+8%	+$96.1K	0.54%	44
2023 Q4	$1.19M	Buy	+4,965	New	+$1.13M	0.48%	55

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Atlantic Edge Private Wealth Management's CMI Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Cummins (CMI) stake by 3% in Q2 2026, buying an estimated $108K and bringing the position to 5,622 shares worth $4.01M. The position accounts for 0.82% of the portfolio, ranked #32.

Atlantic Edge Private Wealth Management first reported a position in CMI in Q4 2023 and has held it in 11 quarters since. 2,104 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Atlantic Edge Private Wealth Management held 5,622 shares of Cummins worth $4.01M as of Q2 2026.
Atlantic Edge Private Wealth Management bought 164 Cummins shares in Q2 2026, an estimated $108K.
Cummins made up 0.82% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #32 holding.
Atlantic Edge Private Wealth Management first reported a position in Cummins in Q4 2023 and has held it in 11 quarters since.
2,104 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.