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Beverly Hills Private Wealth’s Cummins CMI Stock Holding History

Beverly Hills Private Wealth’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
Q1 		$1.9M Buy
3,540
+653
+23% +$370K 0.32% 87
2025
Q4 		$1.47M Buy
2,887
+1,833
+174% +$857K 0.25% 102
2025
Q3 		$445K Sell
1,054
-97
-8% -$37.2K 0.08% 200
2025
Q2 		$377K Sell
1,151
-89
-7% -$27.6K 0.07% 218
2025
Q1 		$389K Buy
1,240
+4
+0.3% +$1.41K 0.08% 208
2024
Q4 		$431K Sell
1,236
-34
-3% -$11.9K 0.09% 192
2024
Q3 		$411K Sell
1,270
-210
-14% -$62.2K 0.08% 211
2024
Q2 		$410K Sell
1,480
-114
-7% -$32.6K 0.09% 214
2024
Q1 		$470K Sell
1,594
-100
-6% -$25.8K 0.11% 201
2023
Q4 		$406K Buy
1,694
+4
+0.2% +$909 0.11% 205
2023
Q3 		$386K Sell
1,690
-1,716
-50% -$414K 0.11% 193
2023
Q2 		$806K Buy
3,406
+1,694
+99% +$384K 0.13% 166
2023
Q1 		$409K Buy
1,712
+84
+5% +$20.5K 0.13% 178
2022
Q4 		$394K Buy
+1,628
New +$387K 0.17% 131

Other funds holding CMI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return