Corient Private Wealth
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Corient Private Wealth’s Cummins CMI Stock Holding History

Corient Private Wealth’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
Q1 		$161M Sell
299,620
-513,195
-63% -$290M 0.23% 90
2025
Q4 		$321M Buy
812,815
+489,548
+151% +$229M 0.22% 93
2025
Q3 		$137M Sell
323,267
-4,138
-1% -$1.59M 0.22% 98
2025
Q2 		$107M Sell
327,405
-354
-0.1% -$110K 0.14% 142
2025
Q1 		$103M Buy
327,759
+3,394
+1% +$1.2M 0.17% 131
2024
Q4 		$113M Sell
324,365
-3,129
-1% -$1.1M 0.19% 119
2024
Q3 		$106M Sell
327,494
-1,569
-0.5% -$465K 0.17% 134
2024
Q2 		$91.1M Buy
329,063
+9,646
+3% +$2.76M 0.16% 141
2024
Q1 		$94.1M Sell
319,417
-13,580
-4% -$3.5M 0.17% 138
2023
Q4 		$79.8M Buy
332,997
+452
+0.1% +$103K 0.15% 153
2023
Q3 		$76M Buy
332,545
+6,220
+2% +$1.5M 0.17% 133
2023
Q2 		$80M Buy
326,325
+282,041
+637% +$63.9M 0.18% 125
2023
Q1 		$10.6M Buy
44,284
+4,423
+11% +$1.08M 0.03% 423
2022
Q4 		$9.66M Buy
+39,861
New +$9.48M 0.04% 372

Other funds holding CMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Corient Private Wealth's CMI Position: Q1 2026 in Review

Corient Private Wealth reduced its Cummins (CMI) stake by 63% in Q1 2026, selling an estimated $290M and leaving 299,620 shares worth $161M. The position accounts for 0.23% of the portfolio, ranked #90.

Corient Private Wealth first reported a position in CMI in Q4 2022 and has held it in 14 quarters since. The position peaked at $321M in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Corient Private Wealth held 299,620 shares of Cummins worth $161M as of Q1 2026.
  • Corient Private Wealth sold 513,195 Cummins shares in Q1 2026, an estimated $290M.
  • Cummins made up 0.23% of Corient Private Wealth's portfolio in Q1 2026, its #90 holding.
  • Corient Private Wealth first reported a position in Cummins in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Cummins position peaked at $321M in Q4 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.