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Daymark Wealth Partners’s Cummins CMI Stock Holding History

Daymark Wealth Partners’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 		$4.86M Sell
6,819
-423
-6% -$279K 0.12% 140
2026
Q1 		$3.9M Buy
7,242
+67
+0.9% +$37.9K 0.12% 143
2025
Q4 		$3.66M Sell
7,175
-480
-6% -$224K 0.12% 137
2025
Q3 		$3.23M Buy
7,655
+269
+4% +$103K 0.11% 150
2025
Q2 		$2.42M Sell
7,386
-295
-4% -$91.3K 0.09% 166
2025
Q1 		$2.41M Buy
7,681
+787
+11% +$277K 0.1% 151
2024
Q4 		$2.4M Sell
6,894
-167
-2% -$58.7K 0.1% 152
2024
Q3 		$2.29M Buy
7,061
+1,149
+19% +$340K 0.1% 157
2024
Q2 		$1.64M Buy
5,912
+18
+0.3% +$5.14K 0.08% 176
2024
Q1 		$1.74M Sell
5,894
-35
-0.6% -$9.02K 0.09% 141
2023
Q4 		$1.42M Buy
5,929
+3,082
+108% +$701K 0.09% 153
2023
Q3 		$650K Buy
2,847
+707
+33% +$171K 0.04% 215
2023
Q2 		$525K Buy
2,140
+145
+7% +$32.8K 0.04% 231
2023
Q1 		$477K Hold
1,995
– – 0.06% 190
2022
Q4 		$483K Buy
+1,995
New +$475K 0.09% 151

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

Daymark Wealth Partners's CMI Position: Q2 2026 in Review

Daymark Wealth Partners reduced its Cummins (CMI) stake by 5.8% in Q2 2026, selling an estimated $279K and leaving 6,819 shares worth $4.86M. The position accounts for 0.12% of the portfolio, ranked #140.

Daymark Wealth Partners first reported a position in CMI in Q4 2022 and has held it in 15 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Daymark Wealth Partners held 6,819 shares of Cummins worth $4.86M as of Q2 2026.
  • Daymark Wealth Partners sold 423 Cummins shares in Q2 2026, an estimated $279K.
  • Cummins made up 0.12% of Daymark Wealth Partners's portfolio in Q2 2026, its #140 holding.
  • Daymark Wealth Partners first reported a position in Cummins in Q4 2022 and has held it in 15 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.