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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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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

Congress Wealth Management's CMI Position: Q2 2025 in Review

Congress Wealth Management increased its Cummins (CMI) stake by 34% in Q2 2025, buying an estimated $177K and bringing the position to 2,239 shares worth $734K. The position accounts for 0.01% of the portfolio, ranked #800.

Congress Wealth Management first reported a position in CMI in Q4 2021 and has held it in 8 quarters since. 1,562 funds tracked by Wall St. Rank hold CMI as of Q2 2025.

  • Congress Wealth Management held 2,239 shares of Cummins worth $734K as of Q2 2025.
  • Congress Wealth Management bought 571 Cummins shares in Q2 2025, an estimated $177K.
  • Cummins made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #800 holding.
  • Congress Wealth Management first reported a position in Cummins in Q4 2021 and has held it in 8 quarters since.
  • 1,562 funds tracked by Wall St. Rank held Cummins as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.