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Global Wealth Management Investment Advisory’s Cummins CMI Stock Holding History

Global Wealth Management Investment Advisory’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 		$414K Sell
581
-6
-1% -$3.95K 0.06% 125
2026
Q1 		$316K Buy
587
+1
+0.2% +$566 0.05% 128
2025
Q4 		$299K Hold
586
– – 0.05% 129
2025
Q3 		$248K Buy
+586
New +$225K 0.04% 140
2025
Q1 		– Sell
-580
Closed -$202K – 143
2024
Q4 		$202K Buy
+580
New +$204K 0.04% 136
2024
Q1 		– Sell
-580
Closed -$139K – 198
2023
Q4 		$139K Sell
580
-20
-3% -$4.55K 0.04% 141
2023
Q3 		$137K Hold
600
– – 0.04% 142
2023
Q2 		$147K Buy
+600
New +$136K 0.04% 142
2022
Q3 		– Sell
-155
Closed -$30K – 206
2022
Q2 		$30K Hold
155
– – 0.01% 210
2022
Q1 		$32K Buy
155
+15
+11% +$3.24K 0.01% 222
2021
Q4 		$31K Buy
140
+40
+40% +$9.11K 0.01% 226
2021
Q3 		$22K Hold
100
– – 0.01% 255
2021
Q2 		$24K Hold
100
– – 0.01% 235
2021
Q1 		$26K Hold
100
– – 0.01% 230
2020
Q4 		$23K Hold
100
– – 0.01% 226
2020
Q3 		$21K Hold
100
– – 0.01% 222
2020
Q2 		$17K Hold
100
– – 0.01% 288
2020
Q1 		$14K Hold
100
– – 0.01% 288
2019
Q4 		$18K Sell
100
-12
-11% -$2.11K 0.01% 273
2019
Q3 		$18K Sell
112
-59
-35% -$9.44K 0.01% 259
2019
Q2 		$29K Buy
171
+59
+53% +$9.66K 0.01% 225
2019
Q1 		$18K Hold
112
– – 0.01% 317
2018
Q4 		$15K Buy
+112
New +$15.8K 0.01% 327

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

Global Wealth Management Investment Advisory's CMI Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Cummins (CMI) stake by 1% in Q2 2026, selling an estimated $3.95K and leaving 581 shares worth $414K. The position accounts for 0.06% of the portfolio, ranked #125.

Global Wealth Management Investment Advisory first reported a position in CMI in Q4 2018 and has held it in 23 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Global Wealth Management Investment Advisory held 581 shares of Cummins worth $414K as of Q2 2026.
  • Global Wealth Management Investment Advisory sold 6 Cummins shares in Q2 2026, an estimated $3.95K.
  • Cummins made up 0.06% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #125 holding.
  • Global Wealth Management Investment Advisory first reported a position in Cummins in Q4 2018 and has held it in 23 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.