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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
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
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

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

Destination Wealth Management increased its Cummins (CMI) stake by 49% in Q1 2026, buying an estimated $206K and bringing the position to 1,106 shares worth $595K. The position accounts for 0.02% of the portfolio, ranked #192.

Destination Wealth Management first reported a position in CMI in Q3 2018 and has held it in 11 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Destination Wealth Management held 1,106 shares of Cummins worth $595K as of Q1 2026.
  • Destination Wealth Management bought 364 Cummins shares in Q1 2026, an estimated $206K.
  • Cummins made up 0.02% of Destination Wealth Management's portfolio in Q1 2026, its #192 holding.
  • Destination Wealth Management first reported a position in Cummins in Q3 2018 and has held it in 11 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.