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EPG Wealth Management’s Cummins CMI Stock Holding History

EPG 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
2025
Q2 		– Sell
-1,757
Closed -$551K – 331
2025
Q1 		$551K Buy
1,757
+9
+0.5% +$3.17K 0.15% 155
2024
Q4 		$609K Sell
1,748
-246
-12% -$86.4K 0.16% 146
2024
Q3 		$646K Buy
+1,994
New +$591K 0.16% 142
2024
Q2 		– Sell
-2,077
Closed -$594K – 155
2024
Q1 		$612K Sell
2,077
-77
-4% -$19.8K 0.15% 154
2023
Q4 		$548K Sell
2,154
-782
-27% -$178K 0.14% 152
2023
Q3 		$671K Buy
2,936
+74
+3% +$17.9K 0.2% 126
2023
Q2 		$702K Buy
2,862
+19
+0.7% +$4.3K 0.21% 118
2023
Q1 		$679K Buy
2,843
+14
+0.5% +$3.42K 0.21% 109
2022
Q4 		$685K Buy
2,829
+16
+0.6% +$3.81K 0.26% 91
2022
Q3 		$573K Sell
2,813
-35
-1% -$7.45K 0.24% 95
2022
Q2 		$551K Sell
2,848
-800
-22% -$160K 0.24% 93
2022
Q1 		$748K Buy
3,648
+1,397
+62% +$302K 0.26% 80
2021
Q4 		$491K Buy
2,251
+26
+1% +$5.92K 0.17% 120
2021
Q3 		$500K Buy
2,225
+308
+16% +$72.2K 0.2% 106
2021
Q2 		$467K Buy
1,917
+15
+0.8% +$3.84K 0.2% 110
2021
Q1 		$493K Buy
+1,902
New +$475K 0.24% 97
2020
Q2 		– Sell
-4
Closed -$1K – 242
2020
Q1 		$1K Buy
+4
New +$624 ﹤0.01% 724

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

EPG Wealth Management's CMI Position: Q2 2025 in Review

EPG Wealth Management sold out of Cummins (CMI) in Q2 2025, closing a stake of 1,757 shares — an estimated $551K sold.

EPG Wealth Management first reported a position in CMI in Q1 2020 and held it in 17 quarters. The position peaked at $748K in Q1 2022. 1,561 funds tracked by Wall St. Rank hold CMI as of Q2 2025.

  • EPG Wealth Management reported no remaining Cummins position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 1,757 Cummins shares in Q2 2025, an estimated $551K.
  • EPG Wealth Management first reported a position in Cummins in Q1 2020 and held it in 17 quarters.
  • EPG Wealth Management's Cummins position peaked at $748K in Q1 2022.
  • 1,561 funds tracked by Wall St. Rank held Cummins as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.