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Cherry Tree Wealth Management’s Cummins CMI Stock Holding History

Cherry Tree 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
Q4 		– Sell
-8
Closed -$3.38K – 600
2025
Q3 		$3.38K Hold
8
– – ﹤0.01% 493
2025
Q2 		$2.62K Sell
8
-33
-80% -$10.2K ﹤0.01% 517
2025
Q1 		$12.9K Hold
41
– – ﹤0.01% 392
2024
Q4 		$14.3K Hold
41
– – ﹤0.01% 373
2024
Q3 		$13.3K Hold
41
– – ﹤0.01% 385
2024
Q2 		$11.4K Buy
41
+33
+413% +$9.43K ﹤0.01% 379
2024
Q1 		$2.36K Hold
8
– – ﹤0.01% 498
2023
Q4 		$1.92K Hold
8
– – ﹤0.01% 504
2023
Q3 		$1.83K Hold
8
– – ﹤0.01% 487
2023
Q2 		$1.96K Buy
+8
New +$1.81K ﹤0.01% 493

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cherry Tree Wealth Management's CMI Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of Cummins (CMI) in Q4 2025, closing a stake of 8 shares — an estimated $3.38K sold.

Cherry Tree Wealth Management first reported a position in CMI in Q2 2023 and held it in 10 quarters. The position peaked at $14.3K in Q4 2024. 1,876 funds tracked by Wall St. Rank hold CMI as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining Cummins position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 8 Cummins shares in Q4 2025, an estimated $3.38K.
  • Cherry Tree Wealth Management first reported a position in Cummins in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's Cummins position peaked at $14.3K in Q4 2024.
  • 1,876 funds tracked by Wall St. Rank held Cummins as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.