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Forvis Mazars Wealth Advisors’s Cummins CMI Stock Holding History

Forvis Mazars Wealth Advisors’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 		$4.98M Sell
9,255
-331
-3% -$187K 0.09% 95
2025
Q4 		$4.89M Sell
9,586
-249
-3% -$116K 0.09% 98
2025
Q3 		$4.15M Sell
9,835
-480
-5% -$184K 0.08% 104
2025
Q2 		$3.38M Buy
10,315
+1,668
+19% +$516K 0.07% 115
2025
Q1 		$2.71M Sell
8,647
-413
-5% -$145K 0.07% 128
2024
Q4 		$3.16M Sell
9,060
-376
-4% -$132K 0.07% 125
2024
Q3 		$3.06M Buy
9,436
+65
+0.7% +$19.3K 0.07% 133
2024
Q2 		$2.6M Buy
9,371
+152
+2% +$43.4K 0.06% 137
2024
Q1 		$2.72M Buy
9,219
+719
+8% +$185K 0.07% 135
2023
Q4 		$2.04M Buy
8,500
+200
+2% +$45.5K 0.06% 153
2023
Q3 		$1.9M Sell
8,300
-4,237
-34% -$1.02M 0.06% 151
2023
Q2 		$3.07M Buy
12,537
+7,107
+131% +$1.61M 0.09% 136
2023
Q1 		$1.3M Buy
5,430
+411
+8% +$100K 0.04% 182
2022
Q4 		$1.22M Buy
5,019
+439
+10% +$104K 0.04% 183
2022
Q3 		$932K Buy
4,580
+311
+7% +$66.2K 0.04% 194
2022
Q2 		$826K Sell
4,269
-47
-1% -$9.4K 0.03% 205
2022
Q1 		$885K Buy
4,316
+704
+19% +$152K 0.04% 151
2021
Q4 		$788K Buy
3,612
+668
+23% +$152K 0.03% 152
2021
Q3 		$661K Buy
2,944
+174
+6% +$40.8K 0.03% 152
2021
Q2 		$675K Buy
2,770
+424
+18% +$108K 0.03% 151
2021
Q1 		$608K Sell
2,346
-616
-21% -$154K 0.03% 159
2020
Q4 		$673K Buy
2,962
+470
+19% +$106K 0.03% 180
2020
Q3 		$526K Sell
2,492
-67
-3% -$13.3K 0.03% 200
2020
Q2 		$443K Buy
2,559
+690
+37% +$110K 0.03% 207
2020
Q1 		$253K Buy
+1,869
New +$291K 0.02% 246

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

Forvis Mazars Wealth Advisors's CMI Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Cummins (CMI) stake by 3.5% in Q1 2026, selling an estimated $187K and leaving 9,255 shares worth $4.98M. The position accounts for 0.09% of the portfolio, ranked #95.

Forvis Mazars Wealth Advisors first reported a position in CMI in Q1 2020 and has held it in 25 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 9,255 shares of Cummins worth $4.98M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 331 Cummins shares in Q1 2026, an estimated $187K.
  • Cummins made up 0.09% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #95 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Cummins in Q1 2020 and has held it in 25 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.