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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
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 $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

Daymark Wealth Partners's CMI Position: Q1 2026 in Review

Daymark Wealth Partners increased its Cummins (CMI) stake by 0.93% in Q1 2026, buying an estimated $37.9K and bringing the position to 7,242 shares worth $3.9M. The position accounts for 0.12% of the portfolio, ranked #143.

Daymark Wealth Partners first reported a position in CMI in Q4 2022 and has held it in 14 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Daymark Wealth Partners held 7,242 shares of Cummins worth $3.9M as of Q1 2026.
  • Daymark Wealth Partners bought 67 Cummins shares in Q1 2026, an estimated $37.9K.
  • Cummins made up 0.12% of Daymark Wealth Partners's portfolio in Q1 2026, its #143 holding.
  • Daymark Wealth Partners first reported a position in Cummins in Q4 2022 and has held it in 14 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.