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Gateway Wealth Partners’s Cummins CMI Stock Holding History

Gateway Wealth Partners’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 		$1.48M Sell
2,077
-647
-24% -$426K 0.09% 236
2026
Q1 		$1.47M Buy
2,724
+2,046
+302% +$1.16M 0.06% 309
2025
Q4 		$346K Buy
678
+163
+32% +$76.2K 0.04% 336
2025
Q3 		$218K Buy
+515
New +$197K 0.03% 385

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 $3.38T AUM 44.17% 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

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

Gateway Wealth Partners reduced its Cummins (CMI) stake by 24% in Q2 2026, selling an estimated $426K and leaving 2,077 shares worth $1.48M. The position accounts for 0.09% of the portfolio, ranked #236.

Gateway Wealth Partners first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Gateway Wealth Partners held 2,077 shares of Cummins worth $1.48M as of Q2 2026.
  • Gateway Wealth Partners sold 647 Cummins shares in Q2 2026, an estimated $426K.
  • Cummins made up 0.09% of Gateway Wealth Partners's portfolio in Q2 2026, its #236 holding.
  • Gateway Wealth Partners first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.