GWM
CMI icon

GDS Wealth Management’s Cummins CMI Stock Holding History

GDS Wealth Management’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 		$339K Sell
476
-98
-17% -$64.6K 0.02% 173
2026
Q1 		$309K Buy
574
+54
+10% +$30.6K 0.02% 161
2025
Q4 		$265K Hold
520
– – 0.02% 166
2025
Q3 		$220K Buy
+520
New +$199K 0.01% 176

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

GDS Wealth Management's CMI Position: Q2 2026 in Review

GDS Wealth Management reduced its Cummins (CMI) stake by 17% in Q2 2026, selling an estimated $64.6K and leaving 476 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #173.

GDS Wealth Management first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • GDS Wealth Management held 476 shares of Cummins worth $339K as of Q2 2026.
  • GDS Wealth Management sold 98 Cummins shares in Q2 2026, an estimated $64.6K.
  • Cummins made up 0.02% of GDS Wealth Management's portfolio in Q2 2026, its #173 holding.
  • GDS Wealth Management first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.