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EP Wealth Advisors’s Cummins CMI Stock Holding History

EP Wealth Advisors’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 		$2.71M Sell
5,038
-261
-5% -$148K 0.01% 413
2025
Q4 		$2.7M Buy
+5,299
New +$2.48M 0.01% 379
2025
Q2 		$1.2M Buy
3,676
+518
+16% +$160K 0.01% 525
2025
Q1 		$990K Sell
3,158
-159
-5% -$56K 0.01% 502
2024
Q4 		$1.16M Sell
3,317
-73
-2% -$25.6K 0.01% 464
2024
Q3 		$1.1M Buy
3,390
+1,514
+81% +$448K 0.01% 475
2024
Q2 		$520K Buy
1,876
+35
+2% +$10K 0.01% 525
2024
Q1 		$542K Sell
1,841
-84
-4% -$21.6K 0.01% 497
2023
Q4 		$461K Sell
1,925
-407
-17% -$92.5K 0.01% 508
2023
Q3 		$533K Sell
2,332
-2,323
-50% -$561K 0.01% 451
2023
Q2 		$529K Buy
4,655
+3,897
+514% +$882K 0.01% 455
2023
Q1 		$1.29M Sell
758
-1,121
-60% -$274K 0.02% 275
2022
Q4 		$455K Buy
+1,879
New +$447K 0.01% 399
2022
Q3 		– Sell
-2,597
Closed -$503K – 388
2022
Q2 		$503K Sell
2,597
-386
-13% -$77.2K 0.01% 368
2022
Q1 		$612K Sell
2,983
-798
-21% -$173K 0.01% 340
2021
Q4 		$825K Sell
3,781
-45
-1% -$10.3K 0.02% 276
2021
Q3 		$859K Sell
3,826
-2,640
-41% -$619K 0.02% 260
2021
Q2 		$1.58M Sell
6,466
-899
-12% -$230K 0.04% 202
2021
Q1 		$1.91M Buy
7,365
+6,095
+480% +$1.52M 0.06% 170
2020
Q4 		$288K Sell
1,270
-289
-19% -$64.9K 0.01% 348
2020
Q3 		$329K Sell
1,559
-200
-11% -$39.8K 0.01% 280
2020
Q2 		$305K Sell
1,759
-395
-18% -$63.1K 0.01% 303
2020
Q1 		$291K Sell
2,154
-926
-30% -$144K 0.01% 311
2019
Q4 		$551K Buy
3,080
+870
+39% +$153K 0.02% 264
2019
Q3 		$359K Buy
2,210
+306
+16% +$49K 0.02% 255
2019
Q2 		$326K Buy
1,904
+335
+21% +$54.8K 0.02% 233
2019
Q1 		$248K Sell
1,569
-75
-5% -$11.3K 0.02% 215
2018
Q4 		$220K Sell
1,644
-1,725
-51% -$244K 0.02% 233
2018
Q3 		$492K Buy
+3,369
New +$474K 0.04% 172

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

EP Wealth Advisors's CMI Position: Q1 2026 in Review

EP Wealth Advisors reduced its Cummins (CMI) stake by 4.9% in Q1 2026, selling an estimated $148K and leaving 5,038 shares worth $2.71M. The position accounts for 0.01% of the portfolio, ranked #413.

EP Wealth Advisors first reported a position in CMI in Q3 2018 and has held it in 29 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • EP Wealth Advisors held 5,038 shares of Cummins worth $2.71M as of Q1 2026.
  • EP Wealth Advisors sold 261 Cummins shares in Q1 2026, an estimated $148K.
  • Cummins made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #413 holding.
  • EP Wealth Advisors first reported a position in Cummins in Q3 2018 and has held it in 29 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.