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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
Q2 		$14.3M Sell
19,987
-4,754
-19% -$3.13M 0.84% 23
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cornerstone Wealth Group's CMI Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Cummins (CMI) stake by 19% in Q2 2026, selling an estimated $3.13M and leaving 19,987 shares worth $14.3M. The position accounts for 0.84% of the portfolio, ranked #23.

Cornerstone Wealth Group first reported a position in CMI in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.7M in Q4 2025. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Cornerstone Wealth Group held 19,987 shares of Cummins worth $14.3M as of Q2 2026.
  • Cornerstone Wealth Group sold 4,754 Cummins shares in Q2 2026, an estimated $3.13M.
  • Cummins made up 0.84% of Cornerstone Wealth Group's portfolio in Q2 2026, its #23 holding.
  • Cornerstone Wealth Group first reported a position in Cummins in Q4 2023 and has held it in 11 quarters since.
  • Cornerstone Wealth Group's Cummins position peaked at $17.7M in Q4 2025.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.