BCS Wealth Management
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BCS Wealth Management’s Cummins CMI Stock Holding History

BCS Wealth Management’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
Q3 		– Sell
-326
Closed -$233K – 270
2026
Q2 		$233K Buy
+326
New +$215K 0.04% 253
2026
Q1 		– Sell
-628
Closed -$321K – 265
2025
Q4 		$321K Buy
+628
New +$294K 0.03% 281

Other funds holding CMI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

BCS Wealth Management's CMI Position: Q3 2026 in Review

BCS Wealth Management sold out of Cummins (CMI) in Q3 2026, closing a stake of 326 shares — an estimated $233K sold.

BCS Wealth Management first reported a position in CMI in Q4 2025 and held it in 2 quarters. The position peaked at $321K in Q4 2025. 1,115 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • BCS Wealth Management reported no remaining Cummins position as of Q3 2026 after selling out during the quarter.
  • BCS Wealth Management sold 326 Cummins shares in Q3 2026, an estimated $233K.
  • BCS Wealth Management first reported a position in Cummins in Q4 2025 and held it in 2 quarters.
  • BCS Wealth Management's Cummins position peaked at $321K in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on BCS Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.