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Balboa Wealth Partners’s Cummins CMI Stock Holding History

Balboa Wealth Partners’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 		$667K Sell
935
-22
-2% -$14.5K 0.09% 185
2026
Q1 		$515K Sell
957
-20
-2% -$11.3K 0.09% 192
2025
Q4 		$499K Sell
977
-60
-6% -$28K 0.08% 196
2025
Q3 		$438K Buy
1,037
+106
+11% +$40.6K 0.08% 206
2025
Q2 		$305K Buy
+931
New +$288K 0.06% 246
2025
Q1 		– Sell
-880
Closed -$307K – 337
2024
Q4 		$307K Sell
880
-160
-15% -$56.2K 0.07% 206
2024
Q3 		$337K Buy
+1,040
New +$308K 0.08% 176
2024
Q1 		– Sell
-887
Closed -$212K – 298
2023
Q4 		$212K Buy
+887
New +$202K 0.07% 206

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

Balboa Wealth Partners's CMI Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Cummins (CMI) stake by 2.3% in Q2 2026, selling an estimated $14.5K and leaving 935 shares worth $667K. The position accounts for 0.09% of the portfolio, ranked #185.

Balboa Wealth Partners first reported a position in CMI in Q4 2023 and has held it in 8 quarters since. 2,108 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Balboa Wealth Partners held 935 shares of Cummins worth $667K as of Q2 2026.
  • Balboa Wealth Partners sold 22 Cummins shares in Q2 2026, an estimated $14.5K.
  • Cummins made up 0.09% of Balboa Wealth Partners's portfolio in Q2 2026, its #185 holding.
  • Balboa Wealth Partners first reported a position in Cummins in Q4 2023 and has held it in 8 quarters since.
  • 2,108 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.