CPG
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Cornerstone Planning Group’s Cummins CMI Stock Holding History

Cornerstone Planning Group’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 		$117K Buy
174
+76
+78% +$43K 0.02% 225
2025
Q4 		$56.6K Sell
98
-4
-4% -$1.87K 0.01% 316
2025
Q3 		$44.7K Buy
102
+51
+100% +$19.6K 0.01% 374
2025
Q2 		$19K Sell
51
-16
-24% -$4.95K ﹤0.01% 431
2025
Q1 		$19K Buy
67
+29
+76% +$10.2K ﹤0.01% 427
2024
Q4 		$13.3K Sell
38
-3
-7% -$1.05K ﹤0.01% 372
2024
Q3 		$13.6K Sell
41
-10
-20% -$2.96K ﹤0.01% 364
2024
Q2 		$14.4K Hold
51
– – ﹤0.01% 372
2024
Q1 		$14.3K Buy
51
+1
+2% +$258 ﹤0.01% 345
2023
Q4 		$12K Sell
50
-6
-11% -$1.36K ﹤0.01% 398
2023
Q3 		$12.8K Hold
56
– – ﹤0.01% 379
2023
Q2 		$13.7K Buy
+56
New +$12.7K 0.01% 537
2022
Q4 		$13K Buy
+55
New +$13.1K 0.01% 563

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

Cornerstone Planning Group's CMI Position: Q1 2026 in Review

Cornerstone Planning Group increased its Cummins (CMI) stake by 78% in Q1 2026, buying an estimated $43K and bringing the position to 174 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #225.

Cornerstone Planning Group first reported a position in CMI in Q4 2022 and has held it in 13 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Cornerstone Planning Group held 174 shares of Cummins worth $117K as of Q1 2026.
  • Cornerstone Planning Group bought 76 Cummins shares in Q1 2026, an estimated $43K.
  • Cummins made up 0.02% of Cornerstone Planning Group's portfolio in Q1 2026, its #225 holding.
  • Cornerstone Planning Group first reported a position in Cummins in Q4 2022 and has held it in 13 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.