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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evolve Private Wealth's CMI Position: Q1 2026 in Review

Evolve Private Wealth increased its Cummins (CMI) stake by 24% in Q1 2026, buying an estimated $242K and bringing the position to 2,180 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #292.

Evolve Private Wealth first reported a position in CMI in Q4 2025 and has held it in 2 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Evolve Private Wealth held 2,180 shares of Cummins worth $1.17M as of Q1 2026.
Evolve Private Wealth bought 427 Cummins shares in Q1 2026, an estimated $242K.
Cummins made up 0.06% of Evolve Private Wealth's portfolio in Q1 2026, its #292 holding.
Evolve Private Wealth first reported a position in Cummins in Q4 2025 and has held it in 2 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.