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Dakota Wealth Management’s Cummins CMI Stock Holding History

Dakota 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
Q1 		$18.5M Buy
34,462
+15,373
+81% +$8.7M 0.4% 61
2025
Q4 		$9.74M Buy
19,089
+472
+3% +$221K 0.17% 111
2025
Q3 		$7.86M Sell
18,617
-734
-4% -$281K 0.16% 119
2025
Q2 		$6.34M Sell
19,351
-27,630
-59% -$8.55M 0.13% 138
2025
Q1 		$14.7M Buy
46,981
+7,496
+19% +$2.64M 0.34% 57
2024
Q4 		$13.8M Buy
39,485
+3,310
+9% +$1.16M 0.32% 73
2024
Q3 		$11.7M Buy
36,175
+13,625
+60% +$4.04M 0.26% 86
2024
Q2 		$6.24M Buy
22,550
+81
+0.4% +$23.1K 0.15% 123
2024
Q1 		$6.62M Buy
22,469
+9,022
+67% +$2.33M 0.16% 128
2023
Q4 		$3.22M Buy
13,447
+1
+0% +$227 0.13% 163
2023
Q3 		$3.07M Buy
13,446
+706
+6% +$170K 0.14% 158
2023
Q2 		$3.12M Buy
12,740
+9,615
+308% +$2.18M 0.15% 136
2023
Q1 		$747K Buy
3,125
+1,050
+51% +$256K 0.05% 282
2022
Q4 		$503K Buy
2,075
+248
+14% +$59K 0.04% 353
2022
Q3 		$372K Buy
1,827
+661
+57% +$141K 0.03% 393
2022
Q2 		$226K Sell
1,166
-36
-3% -$7.2K 0.02% 426
2022
Q1 		$247K Buy
+1,202
New +$260K 0.02% 382
2020
Q3 		– Sell
-3,329
Closed -$577K – 297
2020
Q2 		$577K Buy
+3,329
New +$532K 0.1% 157
2019
Q3 		– Sell
-9,189
Closed -$1.57M – 313
2019
Q2 		$1.57M Buy
9,189
+393
+4% +$64.3K 0.3% 87
2019
Q1 		$1.39M Buy
+8,796
New +$1.32M 0.28% 93
2018
Q3 		– Sell
-3,007
Closed -$400K – 288
2018
Q2 		$400K Buy
+3,007
New +$450K 0.11% 142

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

Dakota Wealth Management's CMI Position: Q1 2026 in Review

Dakota Wealth Management increased its Cummins (CMI) stake by 81% in Q1 2026, buying an estimated $8.7M and bringing the position to 34,462 shares worth $18.5M. The position accounts for 0.4% of the portfolio, ranked #61.

Dakota Wealth Management first reported a position in CMI in Q2 2018 and has held it in 21 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Dakota Wealth Management held 34,462 shares of Cummins worth $18.5M as of Q1 2026.
  • Dakota Wealth Management bought 15,373 Cummins shares in Q1 2026, an estimated $8.7M.
  • Cummins made up 0.4% of Dakota Wealth Management's portfolio in Q1 2026, its #61 holding.
  • Dakota Wealth Management first reported a position in Cummins in Q2 2018 and has held it in 21 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.