Brady Martz Wealth Solutions’s Cummins CMI Stock Holding History

Brady Martz Wealth Solutions’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	$477K	Buy	924 +84	+10%	+$50.7K	0.07%	158
2026 Q2	$599K	Buy	840 +1	+0.1%	+$659	0.09%	131
2026 Q1	$452K	Sell	839 -12	-1%	-$6.79K	0.08%	136
2025 Q4	$435K	Sell	851 -176	-17%	-$82.3K	0.08%	140
2025 Q3	$434K	Buy	1,027 +2	+0.2%	+$767	0.08%	125
2025 Q2	$336K	Buy	1,025 +1	+0.1%	+$310	0.07%	131
2025 Q1	$321K	Buy	1,024 +2	+0.2%	+$705	0.07%	124
2024 Q4	$372K	Buy	+1,022	New	+$359K	0.09%	119

Other funds holding CMI

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Brady Martz Wealth Solutions's CMI Position: Q3 2026 in Review

Brady Martz Wealth Solutions increased its Cummins (CMI) stake by 10% in Q3 2026, buying an estimated $50.7K and bringing the position to 924 shares worth $477K. The position accounts for 0.07% of the portfolio, ranked #158.

Brady Martz Wealth Solutions first reported a position in CMI in Q4 2024 and has held it in 8 quarters since. The position peaked at $599K in Q2 2026. 1,366 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

Brady Martz Wealth Solutions held 924 shares of Cummins worth $477K as of Q3 2026.
Brady Martz Wealth Solutions bought 84 Cummins shares in Q3 2026, an estimated $50.7K.
Cummins made up 0.07% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #158 holding.
Brady Martz Wealth Solutions first reported a position in Cummins in Q4 2024 and has held it in 8 quarters since.
Brady Martz Wealth Solutions's Cummins position peaked at $599K in Q2 2026.
1,366 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.