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Baker Tilly Wealth Management’s Cummins CMI Stock Holding History

Baker Tilly 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 		$399K Buy
559
+5
+0.9% +$3.29K 0.08% 187
2026
Q1 		$298K Buy
554
+15
+3% +$8.49K 0.07% 212
2025
Q4 		$275K Buy
539
+12
+2% +$5.61K 0.07% 232
2025
Q3 		$223K Buy
+527
New +$202K 0.05% 250

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

Baker Tilly Wealth Management's CMI Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Cummins (CMI) stake by 0.9% in Q2 2026, buying an estimated $3.29K and bringing the position to 559 shares worth $399K. The position accounts for 0.08% of the portfolio, ranked #187.

Baker Tilly Wealth Management first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Baker Tilly Wealth Management held 559 shares of Cummins worth $399K as of Q2 2026.
  • Baker Tilly Wealth Management bought 5 Cummins shares in Q2 2026, an estimated $3.29K.
  • Cummins made up 0.08% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Baker Tilly Wealth Management first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.