Clark Wealth Partners
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Clark Wealth Partners’s Cummins CMI Stock Holding History

Clark 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
Q3 		$8.78K Buy
17
+4
+31% +$2.41K ﹤0.01% 286
2026
Q2 		$9.27K Hold
13
– – 0.01% 236
2026
Q1 		$7K Hold
13
– – ﹤0.01% 291
2025
Q4 		$6.64K Hold
13
– – ﹤0.01% 297
2025
Q3 		$6.64K Buy
13
+6
+86% +$2.3K ﹤0.01% 297
2025
Q2 		$2.29K Sell
7
-1
-13% -$310 ﹤0.01% 364
2025
Q1 		$2.51K Hold
8
– – ﹤0.01% 345
2024
Q4 		$2.79K Buy
+8
New +$2.81K ﹤0.01% 312

Other funds holding CMI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Clark Wealth Partners's CMI Position: Q3 2026 in Review

Clark Wealth Partners increased its Cummins (CMI) stake by 31% in Q3 2026, buying an estimated $2.41K and bringing the position to 17 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Clark Wealth Partners first reported a position in CMI in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.27K in Q2 2026. 1,691 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Clark Wealth Partners held 17 shares of Cummins worth $8.78K as of Q3 2026.
  • Clark Wealth Partners bought 4 Cummins shares in Q3 2026, an estimated $2.41K.
  • Cummins made up ﹤0.01% of Clark Wealth Partners's portfolio in Q3 2026, its #286 holding.
  • Clark Wealth Partners first reported a position in Cummins in Q4 2024 and has held it in 8 quarters since.
  • Clark Wealth Partners's Cummins position peaked at $9.27K in Q2 2026.
  • 1,691 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.