Cornerstone Wealth Group’s Cummins CMI Stock Holding History

Cornerstone Wealth 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	$15.8M	Sell	24,741 -9,928	-29%	-$5.62M	1.01%	20
2025 Q4	$17.7M	Sell	34,669 -505	-1%	-$236K	1.21%	17
2025 Q3	$14.9M	Buy	35,174 +162	+0.5%	+$62.1K	1%	19
2025 Q2	$11.5M	Buy	35,012 +1,523	+5%	+$471K	0.86%	25
2025 Q1	$10.5M	Sell	33,489 -1,413	-4%	-$498K	0.87%	28
2024 Q4	$12.2M	Buy	34,902 +117	+0.3%	+$41.1K	0.99%	19
2024 Q3	$11.3M	Buy	34,785 +187	+0.5%	+$55.4K	0.93%	23
2024 Q2	$9.58M	Buy	34,598 +458	+1%	+$131K	0.85%	26
2024 Q1	$10.1M	Buy	34,140 +11,647	+52%	+$3M	0.93%	25
2023 Q4	$5.39M	Buy	+22,493	New	+$5.11M	0.77%	34

Other funds holding CMI

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Cornerstone Wealth Group reduced its Cummins (CMI) stake by 29% in Q1 2026, selling an estimated $5.62M and leaving 24,741 shares worth $15.8M. The position accounts for 1.01% of the portfolio, ranked #20.

Cornerstone Wealth Group first reported a position in CMI in Q4 2023 and has held it in 10 quarters since. The position peaked at $17.7M in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Cornerstone Wealth Group held 24,741 shares of Cummins worth $15.8M as of Q1 2026.
Cornerstone Wealth Group sold 9,928 Cummins shares in Q1 2026, an estimated $5.62M.
Cummins made up 1.01% of Cornerstone Wealth Group's portfolio in Q1 2026, its #20 holding.
Cornerstone Wealth Group first reported a position in Cummins in Q4 2023 and has held it in 10 quarters since.
Cornerstone Wealth Group's Cummins position peaked at $17.7M in Q4 2025.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.