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Gilpin Wealth Management’s Cummins CMI Stock Holding History

Gilpin 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
Q3 		$284K Hold
550
– – 0.19% 108
2026
Q2 		$392K Hold
550
– – 0.27% 92
2026
Q1 		$296K Hold
550
– – 0.23% 94
2025
Q4 		$281K Buy
+550
New +$257K 0.22% 93

Other funds holding CMI

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Gilpin Wealth Management's CMI Position: Q3 2026 in Review

Gilpin Wealth Management held its Cummins (CMI) position steady in Q3 2026 at 550 shares worth $284K. The position accounts for 0.19% of the portfolio, ranked #108.

Gilpin Wealth Management first reported a position in CMI in Q4 2025 and has held it in 4 quarters since. The position peaked at $392K in Q2 2026. 84 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Gilpin Wealth Management held 550 shares of Cummins worth $284K as of Q3 2026.
  • Gilpin Wealth Management left its Cummins share count unchanged in Q3 2026.
  • Cummins made up 0.19% of Gilpin Wealth Management's portfolio in Q3 2026, its #108 holding.
  • Gilpin Wealth Management first reported a position in Cummins in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Cummins position peaked at $392K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.