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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
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 $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

Balboa Wealth Partners's CMI Position: Q1 2026 in Review

Balboa Wealth Partners reduced its Cummins (CMI) stake by 2% in Q1 2026, selling an estimated $11.3K and leaving 957 shares worth $515K. The position accounts for 0.09% of the portfolio, ranked #192.

Balboa Wealth Partners first reported a position in CMI in Q4 2023 and has held it in 7 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Balboa Wealth Partners held 957 shares of Cummins worth $515K as of Q1 2026.
  • Balboa Wealth Partners sold 20 Cummins shares in Q1 2026, an estimated $11.3K.
  • Cummins made up 0.09% of Balboa Wealth Partners's portfolio in Q1 2026, its #192 holding.
  • Balboa Wealth Partners first reported a position in Cummins in Q4 2023 and has held it in 7 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.