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Eagle Bluffs Wealth Management’s Cummins CMI Stock Holding History

Eagle Bluffs 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 		$696K Sell
1,294
-4
-0.3% -$2.26K 0.27% 54
2025
Q4 		$663K Hold
1,298
– – 0.27% 53
2025
Q3 		$548K Sell
1,298
-178
-12% -$68.2K 0.24% 58
2025
Q2 		$483K Hold
1,476
– – 0.23% 56
2025
Q1 		$463K Hold
1,476
– – 0.24% 59
2024
Q4 		$515K Sell
1,476
-409
-22% -$144K 0.28% 54
2024
Q3 		$610K Sell
1,885
-141
-7% -$41.8K 0.33% 54
2024
Q2 		$561K Buy
2,026
+50
+3% +$14.3K 0.33% 54
2024
Q1 		$582K Sell
1,976
-4,184
-68% -$1.08M 0.36% 53
2023
Q4 		$1.48M Buy
6,160
+84
+1% +$19.1K 1.01% 29
2023
Q3 		$1.39M Sell
6,076
-44
-0.7% -$10.6K 1.07% 27
2023
Q2 		$1.5M Buy
6,120
+122
+2% +$27.6K 1.16% 28
2023
Q1 		$1.43M Buy
5,998
+832
+16% +$203K 1.17% 28
2022
Q4 		$1.25M Sell
5,166
-88
-2% -$20.9K 1.31% 29
2022
Q3 		$1.07M Buy
5,254
+108
+2% +$23K 1.23% 28
2022
Q2 		$996K Buy
5,146
+1,369
+36% +$274K 1.07% 30
2022
Q1 		$775K Buy
3,777
+229
+6% +$49.5K 0.75% 35
2021
Q4 		$774K Buy
+3,548
New +$808K 0.81% 35

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

Eagle Bluffs Wealth Management's CMI Position: Q1 2026 in Review

Eagle Bluffs Wealth Management reduced its Cummins (CMI) stake by 0.31% in Q1 2026, selling an estimated $2.26K and leaving 1,294 shares worth $696K. The position accounts for 0.27% of the portfolio, ranked #54.

Eagle Bluffs Wealth Management first reported a position in CMI in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.5M in Q2 2023. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Eagle Bluffs Wealth Management held 1,294 shares of Cummins worth $696K as of Q1 2026.
  • Eagle Bluffs Wealth Management sold 4 Cummins shares in Q1 2026, an estimated $2.26K.
  • Cummins made up 0.27% of Eagle Bluffs Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Eagle Bluffs Wealth Management first reported a position in Cummins in Q4 2021 and has held it in 18 quarters since.
  • Eagle Bluffs Wealth Management's Cummins position peaked at $1.5M in Q2 2023.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.