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Axxcess Wealth Management’s Cummins CMI Stock Holding History

Axxcess 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 		$8.95M Sell
16,634
-859
-5% -$486K 0.29% 80
2025
Q4 		$8.93M Buy
17,493
+269
+2% +$126K 0.15% 131
2025
Q3 		$7.27M Buy
17,224
+42
+0.2% +$16.1K 0.15% 117
2025
Q2 		$5.63M Sell
17,182
-3,750
-18% -$1.16M 0.13% 136
2025
Q1 		$6.56M Buy
20,932
+15,134
+261% +$5.33M 0.17% 108
2024
Q4 		$2.02M Buy
5,798
+3,314
+133% +$1.16M 0.05% 270
2024
Q3 		$804K Buy
2,484
+1,499
+152% +$444K 0.02% 440
2024
Q2 		$273K Buy
+985
New +$281K 0.01% 688

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

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

Axxcess Wealth Management reduced its Cummins (CMI) stake by 4.9% in Q1 2026, selling an estimated $486K and leaving 16,634 shares worth $8.95M. The position accounts for 0.29% of the portfolio, ranked #80.

Axxcess Wealth Management first reported a position in CMI in Q2 2024 and has held it in 8 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Axxcess Wealth Management held 16,634 shares of Cummins worth $8.95M as of Q1 2026.
  • Axxcess Wealth Management sold 859 Cummins shares in Q1 2026, an estimated $486K.
  • Cummins made up 0.29% of Axxcess Wealth Management's portfolio in Q1 2026, its #80 holding.
  • Axxcess Wealth Management first reported a position in Cummins in Q2 2024 and has held it in 8 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.