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Barlow Wealth Partners’s Cummins CMI Stock Holding History

Barlow 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 		$215K Hold
321
– – 0.02% 143
2026
Q1 		$201K Buy
+321
New +$182K 0.02% 137
2025
Q2 		– Sell
-42,320
Closed -$12.4M – 135
2025
Q1 		$12.4M Sell
42,320
-5,108
-11% -$1.8M 1.63% 29
2024
Q4 		$17.1M Buy
47,428
+1,162
+3% +$408K 2.17% 19
2024
Q3 		$15.3M Sell
46,266
-10,521
-19% -$3.12M 2.01% 20
2024
Q2 		$16M Sell
56,787
-9,650
-15% -$2.76M 2.21% 17
2024
Q1 		$19.8M Buy
66,437
+1,678
+3% +$432K 2.7% 8
2023
Q4 		$15.5M Buy
+64,759
New +$14.7M 2.21% 18

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

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

Barlow Wealth Partners held its Cummins (CMI) position steady in Q2 2026 at 321 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #143.

Barlow Wealth Partners first reported a position in CMI in Q4 2023 and has held it in 8 quarters since. The position peaked at $19.8M in Q1 2024. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Barlow Wealth Partners held 321 shares of Cummins worth $215K as of Q2 2026.
  • Barlow Wealth Partners left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.02% of Barlow Wealth Partners's portfolio in Q2 2026, its #143 holding.
  • Barlow Wealth Partners first reported a position in Cummins in Q4 2023 and has held it in 8 quarters since.
  • Barlow Wealth Partners's Cummins position peaked at $19.8M in Q1 2024.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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