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Diversify Wealth Management’s Cummins CMI Stock Holding History

Diversify 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 		$10.5M Buy
16,421
+4,982
+44% +$2.82M 0.19% 112
2025
Q4 		$6.49M Sell
11,439
-470
-4% -$220K 0.3% 85
2025
Q3 		$5.21M Buy
11,909
+277
+2% +$106K 0.3% 95
2025
Q2 		$4.64M Buy
11,632
+1,823
+19% +$564K 0.29% 102
2025
Q1 		$2.88M Buy
9,809
+9,203
+1,519% +$3.24M 0.21% 134
2024
Q4 		$215K Buy
+606
New +$213K 0.02% 482

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

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

Diversify Wealth Management increased its Cummins (CMI) stake by 44% in Q1 2026, buying an estimated $2.82M and bringing the position to 16,421 shares worth $10.5M. The position accounts for 0.19% of the portfolio, ranked #112.

Diversify Wealth Management first reported a position in CMI in Q4 2024 and has held it in 6 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Diversify Wealth Management held 16,421 shares of Cummins worth $10.5M as of Q1 2026.
  • Diversify Wealth Management bought 4,982 Cummins shares in Q1 2026, an estimated $2.82M.
  • Cummins made up 0.19% of Diversify Wealth Management's portfolio in Q1 2026, its #112 holding.
  • Diversify Wealth Management first reported a position in Cummins in Q4 2024 and has held it in 6 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.