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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
Q2 		$569K Sell
797
-2,743
-77% -$1.81M 0.11% 148
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 $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

Beverly Hills Private Wealth's CMI Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Cummins (CMI) stake by 77% in Q2 2026, selling an estimated $1.81M and leaving 797 shares worth $569K. The position accounts for 0.11% of the portfolio, ranked #148.

Beverly Hills Private Wealth first reported a position in CMI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.9M in Q1 2026. 2,100 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Beverly Hills Private Wealth held 797 shares of Cummins worth $569K as of Q2 2026.
  • Beverly Hills Private Wealth sold 2,743 Cummins shares in Q2 2026, an estimated $1.81M.
  • Cummins made up 0.11% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #148 holding.
  • Beverly Hills Private Wealth first reported a position in Cummins in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Cummins position peaked at $1.9M in Q1 2026.
  • 2,100 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.