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CarsonAllaria Wealth Management’s Cummins CMI Stock Holding History

CarsonAllaria Wealth Management’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
-101
Closed -$33.2K – 128
2025
Q2 		$33.2K Hold
101
– – 0.02% 160
2025
Q1 		$31.8K Hold
101
– – 0.02% 157
2024
Q4 		$35.4K Hold
101
– – 0.02% 153
2024
Q3 		$32.9K Hold
101
– – 0.02% 160
2024
Q2 		$28.1K Buy
+101
New +$28.9K 0.02% 160

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 $3.38T AUM 44.17% 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

CarsonAllaria Wealth Management's CMI Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Cummins (CMI) in Q3 2025, closing a stake of 101 shares — an estimated $33.2K sold.

CarsonAllaria Wealth Management first reported a position in CMI in Q2 2024 and held it in 5 quarters. The position peaked at $35.4K in Q4 2024. 1,684 funds tracked by Wall St. Rank hold CMI as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Cummins position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 101 Cummins shares in Q3 2025, an estimated $33.2K.
  • CarsonAllaria Wealth Management first reported a position in Cummins in Q2 2024 and held it in 5 quarters.
  • CarsonAllaria Wealth Management's Cummins position peaked at $35.4K in Q4 2024.
  • 1,684 funds tracked by Wall St. Rank held Cummins as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.