Evolve Private Wealth’s Cummins CMI Stock Holding History

Evolve Private 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 Q2	$1.64M	Buy	2,299 +119	+5%	+$78.4K	0.1%	184
2026 Q1	$1.17M	Buy	2,180 +427	+24%	+$242K	0.06%	292
2025 Q4	$895K	Buy	+1,753	New	+$819K	0.05%	331

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Evolve Private Wealth's CMI Position: Q2 2026 in Review

Evolve Private Wealth increased its Cummins (CMI) stake by 5.5% in Q2 2026, buying an estimated $78.4K and bringing the position to 2,299 shares worth $1.64M. The position accounts for 0.1% of the portfolio, ranked #184.

Evolve Private Wealth first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Evolve Private Wealth held 2,299 shares of Cummins worth $1.64M as of Q2 2026.
Evolve Private Wealth bought 119 Cummins shares in Q2 2026, an estimated $78.4K.
Cummins made up 0.1% of Evolve Private Wealth's portfolio in Q2 2026, its #184 holding.
Evolve Private Wealth first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.