Destination Wealth Management’s Cummins CMI Stock Holding History

Destination 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 Q2	$913K	Buy	1,280 +174	+16%	+$115K	0.02%	167
2026 Q1	$595K	Buy	1,106 +364	+49%	+$206K	0.02%	192
2025 Q4	$379K	Sell	742 -215	-22%	-$100K	0.01%	227
2025 Q3	$404K	Buy	957 +227	+31%	+$87K	0.01%	196
2025 Q2	$239K	Sell	730 -73	-9%	-$22.6K	0.01%	230
2025 Q1	$252K	Buy	803 +102	+15%	+$35.9K	0.01%	216
2024 Q4	$244K	Hold	701	–	–	0.01%	218
2024 Q3	$227K	Buy	+701	New	+$208K	0.01%	214
2024 Q2	–	Sell	-700	Closed	-$206K	–	220
2024 Q1	$206K	Buy	+700	New	+$180K	0.01%	201
2021 Q2	–	Sell	-774	Closed	-$201K	–	185
2021 Q1	$201K	Buy	+774	New	+$193K	0.01%	176
2019 Q2	–	Sell	-10	Closed	-$2K	–	585
2019 Q1	$2K	Buy	+10	New	+$1.5K	﹤0.01%	587
2018 Q4	–	Sell	-110	Closed	-$16K	–	542
2018 Q3	$16K	Buy	+110	New	+$15.5K	﹤0.01%	419

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Destination Wealth Management's CMI Position: Q2 2026 in Review

Destination Wealth Management increased its Cummins (CMI) stake by 16% in Q2 2026, buying an estimated $115K and bringing the position to 1,280 shares worth $913K. The position accounts for 0.02% of the portfolio, ranked #167.

Destination Wealth Management first reported a position in CMI in Q3 2018 and has held it in 12 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Destination Wealth Management held 1,280 shares of Cummins worth $913K as of Q2 2026.
Destination Wealth Management bought 174 Cummins shares in Q2 2026, an estimated $115K.
Cummins made up 0.02% of Destination Wealth Management's portfolio in Q2 2026, its #167 holding.
Destination Wealth Management first reported a position in Cummins in Q3 2018 and has held it in 12 quarters since.
2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.