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Berry Wealth Group’s Cummins CMI Stock Holding History

Berry Wealth Group’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
2025
Q3 		– Sell
-5,409
Closed -$1.77M – 44
2025
Q2 		$1.77M Buy
5,409
+65
+1% +$20.1K 1.24% 23
2025
Q1 		$1.68M Buy
5,344
+4,700
+730% +$1.66M 1.31% 24
2024
Q4 		$224K Buy
644
+19
+3% +$6.67K 0.16% 84
2024
Q3 		$202K Buy
+625
New +$185K 0.15% 95

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Berry Wealth Group's CMI Position: Q3 2025 in Review

Berry Wealth Group sold out of Cummins (CMI) in Q3 2025, closing a stake of 5,409 shares — an estimated $1.77M sold.

Berry Wealth Group first reported a position in CMI in Q3 2024 and held it in 4 quarters. The position peaked at $1.77M in Q2 2025. 1,684 funds tracked by Wall St. Rank hold CMI as of Q3 2025.

  • Berry Wealth Group reported no remaining Cummins position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 5,409 Cummins shares in Q3 2025, an estimated $1.77M.
  • Berry Wealth Group first reported a position in Cummins in Q3 2024 and held it in 4 quarters.
  • Berry Wealth Group's Cummins position peaked at $1.77M in Q2 2025.
  • 1,684 funds tracked by Wall St. Rank held Cummins as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.