Baldwin Wealth Partners’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-337
| Closed | -$240K | – | 237 |
|
|
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
Baldwin Wealth Partners's CMI Position: Q3 2026 in Review
Baldwin Wealth Partners sold out of Cummins (CMI) in Q3 2026, closing a stake of 337 shares — an estimated $240K sold.
Baldwin Wealth Partners first reported a position in CMI in Q1 2016 and held it in 37 quarters. The position peaked at $240K in Q2 2026. 1,115 funds tracked by Wall St. Rank hold CMI as of Q3 2026.
- Baldwin Wealth Partners reported no remaining Cummins position as of Q3 2026 after selling out during the quarter.
- Baldwin Wealth Partners sold 337 Cummins shares in Q3 2026, an estimated $240K.
- Baldwin Wealth Partners first reported a position in Cummins in Q1 2016 and held it in 37 quarters.
- Baldwin Wealth Partners's Cummins position peaked at $240K in Q2 2026.
- 1,115 funds tracked by Wall St. Rank held Cummins as of Q3 2026.
Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.