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Cornerstone Wealth Management’s Cummins CMI Stock Holding History

Cornerstone 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
2026
Q3 		$2.23M Buy
4,326
+58
+1% +$35K 0.09% 196
2026
Q2 		$3.04M Buy
4,268
+164
+4% +$108K 0.13% 156
2026
Q1 		$2.21M Sell
4,104
-21
-0.5% -$11.9K 0.11% 175
2025
Q4 		$2.11M Buy
4,125
+73
+2% +$34.1K 0.11% 177
2025
Q3 		$1.71M Buy
4,052
+338
+9% +$130K 0.09% 188
2025
Q2 		$1.22M Buy
3,714
+149
+4% +$46.1K 0.07% 226
2025
Q1 		$1.12M Buy
3,565
+259
+8% +$91.2K 0.08% 220
2024
Q4 		$1.15M Sell
3,306
-46
-1% -$16.2K 0.08% 209
2024
Q3 		$1.09M Sell
3,352
-15
-0.4% -$4.44K 0.08% 205
2024
Q2 		$933K Buy
3,367
+62
+2% +$17.7K 0.07% 216
2024
Q1 		$974K Sell
3,305
-907
-22% -$234K 0.08% 208
2023
Q4 		$1.01M Sell
4,212
-159
-4% -$36.1K 0.09% 196
2023
Q3 		$1M Buy
4,371
+33
+0.8% +$7.97K 0.09% 179
2023
Q2 		$1.06M Buy
4,338
+165
+4% +$37.4K 0.1% 173
2023
Q1 		$997K Buy
+4,173
New +$1.02M 0.1% 176
2022
Q3 		$727K Buy
3,573
+1,455
+69% +$310K 0.08% 198
2022
Q2 		$410K Buy
2,118
+74
+4% +$14.8K 0.05% 300
2022
Q1 		$419K Buy
+2,044
New +$442K 0.04% 306
2019
Q2 		– Sell
-1,150
Closed -$274K – 389
2019
Q1 		$274K Buy
+1,150
New +$173K 0.03% 407

Other funds holding CMI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cornerstone Wealth Management's CMI Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Cummins (CMI) stake by 1.4% in Q3 2026, buying an estimated $35K and bringing the position to 4,326 shares worth $2.23M. The position accounts for 0.09% of the portfolio, ranked #196.

Cornerstone Wealth Management first reported a position in CMI in Q1 2019 and has held it in 19 quarters since. The position peaked at $3.04M in Q2 2026. 1,115 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Cornerstone Wealth Management held 4,326 shares of Cummins worth $2.23M as of Q3 2026.
  • Cornerstone Wealth Management bought 58 Cummins shares in Q3 2026, an estimated $35K.
  • Cummins made up 0.09% of Cornerstone Wealth Management's portfolio in Q3 2026, its #196 holding.
  • Cornerstone Wealth Management first reported a position in Cummins in Q1 2019 and has held it in 19 quarters since.
  • Cornerstone Wealth Management's Cummins position peaked at $3.04M in Q2 2026.
  • 1,115 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.