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Atlantic Private Wealth’s Cummins CMI Stock Holding History

Atlantic Private Wealth’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 		$71.3K Hold
100
– – 0.04% 99
2026
Q1 		$53.8K Hold
100
– – 0.04% 125
2025
Q4 		$51K Hold
100
– – 0.03% 118
2025
Q3 		$42.2K Hold
100
– – 0.03% 114
2025
Q2 		$32.8K Hold
100
– – 0.02% 123
2025
Q1 		$31.3K Hold
100
– – 0.02% 134
2024
Q4 		$34.9K Hold
100
– – 0.03% 106
2024
Q3 		$32.4K Buy
+100
New +$29.6K 0.02% 106

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

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

Atlantic Private Wealth held its Cummins (CMI) position steady in Q2 2026 at 100 shares worth $71.3K. The position accounts for 0.04% of the portfolio, ranked #99.

Atlantic Private Wealth first reported a position in CMI in Q3 2024 and has held it in 8 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Atlantic Private Wealth held 100 shares of Cummins worth $71.3K as of Q2 2026.
  • Atlantic Private Wealth left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.04% of Atlantic Private Wealth's portfolio in Q2 2026, its #99 holding.
  • Atlantic Private Wealth first reported a position in Cummins in Q3 2024 and has held it in 8 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.