Focus Partners Wealth
CMI icon

Focus Partners Wealth’s Cummins CMI Stock Holding History

Focus Partners 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 		$89.4M Sell
125,381
-24,554
-16% -$16.2M 0.09% 211
2026
Q1 		$80.8M Buy
149,935
+4,041
+3% +$2.29M 0.09% 211
2025
Q4 		$74.5M Buy
145,894
+85,978
+143% +$40.2M 0.08% 211
2025
Q3 		$25.3M Buy
59,916
+4,540
+8% +$1.74M 0.04% 349
2025
Q2 		$18.1M Buy
55,376
+20,737
+60% +$6.42M 0.04% 382
2025
Q1 		$10.9M Buy
34,639
+2,138
+7% +$753K 0.03% 460
2024
Q4 		$11.3M Buy
32,501
+18,698
+135% +$6.57M 0.03% 440
2024
Q3 		$4.47M Buy
13,803
+10,845
+367% +$3.21M 0.01% 587
2024
Q2 		$820K Buy
2,958
+1,735
+142% +$496K ﹤0.01% 837
2024
Q1 		$360K Buy
1,223
+237
+24% +$61.1K ﹤0.01% 793
2023
Q4 		$236K Buy
+986
New +$224K ﹤0.01% 719

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Focus Partners Wealth's CMI Position: Q2 2026 in Review

Focus Partners Wealth reduced its Cummins (CMI) stake by 16% in Q2 2026, selling an estimated $16.2M and leaving 125,381 shares worth $89.4M. The position accounts for 0.09% of the portfolio, ranked #211.

Focus Partners Wealth first reported a position in CMI in Q4 2023 and has held it in 11 quarters since. 2,097 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Focus Partners Wealth held 125,381 shares of Cummins worth $89.4M as of Q2 2026.
  • Focus Partners Wealth sold 24,554 Cummins shares in Q2 2026, an estimated $16.2M.
  • Cummins made up 0.09% of Focus Partners Wealth's portfolio in Q2 2026, its #211 holding.
  • Focus Partners Wealth first reported a position in Cummins in Q4 2023 and has held it in 11 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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