Congress Wealth Management’s Cummins CMI Stock Holding History

Congress 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 Q2	$734K	Buy	2,239 +571	+34%	+$177K	0.01%	800
2025 Q1	$526K	Buy	1,668 +249	+18%	+$87.7K	0.01%	805
2024 Q4	$495K	Buy	1,419 +604	+74%	+$212K	0.01%	641
2024 Q3	$264K	Buy	+815	New	+$241K	﹤0.01%	767
2024 Q2	–	Sell	-704	Closed	-$208K	–	715
2024 Q1	$208K	Sell	704 -136	-16%	-$35K	﹤0.01%	570
2023 Q4	$201K	Buy	+840	New	+$191K	﹤0.01%	595
2022 Q2	–	Sell	-993	Closed	-$203K	–	559
2022 Q1	$203K	Sell	993 -42	-4%	-$9.08K	﹤0.01%	580
2021 Q4	$225K	Buy	+1,035	New	+$236K	﹤0.01%	576

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM