Commonwealth Financial Services’s Cummins CMI Stock Holding History

Commonwealth Financial Services’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	$215K	Sell	417 -8	-2%	-$4.83K	0.04%	249
2026 Q2	$303K	Buy	425 +5	+1%	+$3.29K	0.04%	212
2026 Q1	$226K	Buy	420 +7	+2%	+$3.96K	0.04%	240
2025 Q4	$211K	Buy	+413	New	+$193K	0.03%	219
2024 Q2	–	Sell	-835	Closed	-$200K	–	193
2024 Q1	$200K	Hold	835	–	–	0.05%	177
2023 Q4	$200K	Sell	835 -71	-8%	-$16.1K	0.05%	177
2023 Q3	$207K	Buy	+906	New	+$219K	0.06%	176
2017 Q1	$10K	Buy	+68	New	+$10.1K	0.01%	195

Other funds holding CMI

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Financial Services's CMI Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Cummins (CMI) stake by 1.9% in Q3 2026, selling an estimated $4.83K and leaving 417 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #249.

Commonwealth Financial Services first reported a position in CMI in Q1 2017 and has held it in 8 quarters since. The position peaked at $303K in Q2 2026. 1,300 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

Commonwealth Financial Services held 417 shares of Cummins worth $215K as of Q3 2026.
Commonwealth Financial Services sold 8 Cummins shares in Q3 2026, an estimated $4.83K.
Cummins made up 0.04% of Commonwealth Financial Services's portfolio in Q3 2026, its #249 holding.
Commonwealth Financial Services first reported a position in Cummins in Q1 2017 and has held it in 8 quarters since.
Commonwealth Financial Services's Cummins position peaked at $303K in Q2 2026.
1,300 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.