Baldwin Wealth Partners’s Cummins CMI Stock Holding History

Baldwin 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	$240K	Buy	+337	New	+$222K	0.02%	210
2026 Q1	–	Sell	-439	Closed	-$224K	–	229
2025 Q4	$224K	Buy	+439	New	+$205K	0.01%	232
2024 Q4	–	Sell	-445	Closed	-$144K	–	382
2024 Q3	$144K	Sell	445 -3	-0.7%	-$889	0.01%	368
2024 Q2	$124K	Buy	448 +9	+2%	+$2.57K	0.01%	240
2024 Q1	$129K	Sell	439 -96	-18%	-$24.7K	0.01%	244
2023 Q4	$128K	Sell	535 -119	-18%	-$27.1K	0.01%	252
2023 Q3	$149K	Hold	654	–	–	0.01%	251
2023 Q2	$160K	Hold	654	–	–	0.01%	261
2023 Q1	$156K	Hold	654	–	–	0.01%	265
2022 Q4	$158K	Buy	654 +400	+157%	+$95.1K	0.01%	260
2022 Q3	$52K	Hold	254	–	–	0.01%	325
2022 Q2	$49K	Hold	254	–	–	0.01%	356
2022 Q1	$52K	Hold	254	–	–	0.01%	365
2021 Q4	$55K	Hold	254	–	–	0.01%	335
2021 Q3	$57K	Sell	254 -75	-23%	-$17.6K	0.01%	331
2021 Q2	$80K	Buy	329 +75	+30%	+$19.2K	0.01%	298
2021 Q1	$66K	Hold	254	–	–	0.01%	307
2020 Q4	$58K	Hold	254	–	–	0.01%	303
2020 Q3	$54K	Hold	254	–	–	0.01%	287
2020 Q2	$44K	Sell	254 -128	-34%	-$20.5K	0.01%	308
2020 Q1	$52K	Sell	382 -116	-23%	-$18.1K	0.01%	269
2019 Q4	$89K	Hold	498	–	–	0.01%	250
2019 Q3	$81K	Hold	498	–	–	0.01%	253
2019 Q2	$85K	Hold	498	–	–	0.01%	256
2019 Q1	$79K	Hold	498	–	–	0.01%	261
2018 Q4	$67K	Hold	498	–	–	0.01%	263
2018 Q3	$73K	Hold	498	–	–	0.01%	277
2018 Q2	$66K	Hold	498	–	–	0.01%	284
2018 Q1	$81K	Hold	498	–	–	0.01%	254
2017 Q4	$88K	Hold	498	–	–	0.01%	254
2017 Q3	$84K	Hold	498	–	–	0.01%	249
2017 Q2	$81K	Hold	498	–	–	0.01%	256
2017 Q1	$75K	Hold	498	–	–	0.01%	264
2016 Q4	$68K	Hold	498	–	–	0.01%	264
2016 Q3	$64K	Hold	498	–	–	0.01%	278
2016 Q2	$56K	Sell	498 -75	-13%	-$8.5K	0.01%	261
2016 Q1	$63K	Buy	+573	New	+$55.4K	0.01%	281

Other funds holding CMI

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Baldwin Wealth Partners opened a new position in Cummins (CMI) in Q2 2026: 337 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #210 among its holdings. This is a return to the name: Baldwin Wealth Partners previously reported a position in CMI as recently as Q4 2025.

Baldwin Wealth Partners first reported a position in CMI in Q1 2016 and has held it in 37 quarters since. 949 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Baldwin Wealth Partners held 337 shares of Cummins worth $240K as of Q2 2026.
Cummins was a new Baldwin Wealth Partners position in Q2 2026.
Cummins made up 0.02% of Baldwin Wealth Partners's portfolio in Q2 2026, its #210 holding.
Baldwin Wealth Partners first reported a position in Cummins in Q1 2016 and has held it in 37 quarters since.
949 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.