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Evoke Wealth’s Cummins CMI Stock Holding History

Evoke Wealth’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 		$824K Buy
1,532
+351
+30% +$199K 0.01% 309
2025
Q4 		$603K Buy
1,181
+117
+11% +$54.7K 0.01% 354
2025
Q3 		$449K Buy
1,064
+258
+32% +$98.9K 0.01% 390
2025
Q2 		$264K Buy
+806
New +$250K 0.01% 492
2022
Q4 		– Sell
-64
Closed -$13K – 514
2022
Q3 		$13K Hold
64
– – ﹤0.01% 703
2022
Q2 		$12K Buy
64
+15
+31% +$3K ﹤0.01% 740
2022
Q1 		$10K Hold
49
– – ﹤0.01% 764
2021
Q4 		$11K Hold
49
– – ﹤0.01% 769
2021
Q3 		$11K Sell
49
-11
-18% -$2.58K ﹤0.01% 726
2021
Q2 		$15K Sell
60
-15
-20% -$3.84K ﹤0.01% 692
2021
Q1 		$19K Buy
75
+23
+44% +$5.75K ﹤0.01% 596
2020
Q4 		$12K Hold
52
– – ﹤0.01% 553
2020
Q3 		$11K Sell
52
-12
-19% -$2.39K ﹤0.01% 543
2020
Q2 		$11K Buy
64
+3
+5% +$479 ﹤0.01% 536
2020
Q1 		$8.32K Sell
61
-45
-42% -$7.02K ﹤0.01% 531
2019
Q4 		$19K Buy
106
+7
+7% +$1.23K ﹤0.01% 597
2019
Q3 		$16.1K Buy
+99
New +$15.8K ﹤0.01% 713

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

Evoke Wealth's CMI Position: Q1 2026 in Review

Evoke Wealth increased its Cummins (CMI) stake by 30% in Q1 2026, buying an estimated $199K and bringing the position to 1,532 shares worth $824K. The position accounts for 0.01% of the portfolio, ranked #309.

Evoke Wealth first reported a position in CMI in Q3 2019 and has held it in 17 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Evoke Wealth held 1,532 shares of Cummins worth $824K as of Q1 2026.
  • Evoke Wealth bought 351 Cummins shares in Q1 2026, an estimated $199K.
  • Cummins made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #309 holding.
  • Evoke Wealth first reported a position in Cummins in Q3 2019 and has held it in 17 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

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