Delap Wealth Advisory’s Cummins CMI Stock Holding History

Delap Wealth Advisory’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	–	Sell	-405	Closed	-$207K	–	89
2025 Q4	$207K	Buy	+405	New	+$189K	0.08%	92

Other funds holding CMI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Delap Wealth Advisory's CMI Position: Q1 2026 in Review

Delap Wealth Advisory sold out of Cummins (CMI) in Q1 2026, closing a stake of 405 shares — an estimated $207K sold.

Delap Wealth Advisory first reported a position in CMI in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Delap Wealth Advisory reported no remaining Cummins position as of Q1 2026 after selling out during the quarter.
Delap Wealth Advisory sold 405 Cummins shares in Q1 2026, an estimated $207K.
Delap Wealth Advisory first reported a position in Cummins in Q4 2025 and held it in 1 quarter.
Delap Wealth Advisory's Cummins position peaked at $207K in Q4 2025.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.