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BSW Wealth Partners’s Cummins CMI Stock Holding History

BSW Wealth Partners’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 		$377K Sell
528
-2
-0.4% -$1.32K 0.04% 220
2026
Q1 		$285K Sell
530
-9
-2% -$5.09K 0.03% 253
2025
Q4 		$275K Sell
539
-5
-0.9% -$2.34K 0.03% 261
2025
Q3 		$230K Buy
+544
New +$209K 0.03% 290
2025
Q1 		– Sell
-607
Closed -$212K – 312
2024
Q4 		$212K Buy
+607
New +$213K 0.03% 290

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

BSW Wealth Partners's CMI Position: Q2 2026 in Review

BSW Wealth Partners reduced its Cummins (CMI) stake by 0.38% in Q2 2026, selling an estimated $1.32K and leaving 528 shares worth $377K. The position accounts for 0.04% of the portfolio, ranked #220.

BSW Wealth Partners first reported a position in CMI in Q4 2024 and has held it in 5 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • BSW Wealth Partners held 528 shares of Cummins worth $377K as of Q2 2026.
  • BSW Wealth Partners sold 2 Cummins shares in Q2 2026, an estimated $1.32K.
  • Cummins made up 0.04% of BSW Wealth Partners's portfolio in Q2 2026, its #220 holding.
  • BSW Wealth Partners first reported a position in Cummins in Q4 2024 and has held it in 5 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.