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Golden State Equity Partners’s Cummins CMI Stock Holding History

Golden State Equity 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
Q1 		$1.25M Sell
2,326
-34
-1% -$19.2K 0.09% 244
2025
Q4 		$1.2M Buy
2,360
+209
+10% +$97.7K 0.19% 115
2025
Q3 		$909K Buy
2,151
+55
+3% +$21.1K 0.15% 158
2025
Q2 		$686K Buy
2,096
+120
+6% +$37.1K 0.13% 196
2025
Q1 		$619K Buy
1,976
+138
+8% +$48.6K 0.12% 203
2024
Q4 		$641K Buy
1,838
+254
+16% +$89.2K 0.12% 193
2024
Q3 		$513K Buy
1,584
+780
+97% +$231K 0.27% 83
2024
Q2 		$223K Buy
+804
New +$230K 0.05% 371

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

Golden State Equity Partners's CMI Position: Q1 2026 in Review

Golden State Equity Partners reduced its Cummins (CMI) stake by 1.4% in Q1 2026, selling an estimated $19.2K and leaving 2,326 shares worth $1.25M. The position accounts for 0.09% of the portfolio, ranked #244.

Golden State Equity Partners first reported a position in CMI in Q2 2024 and has held it in 8 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Golden State Equity Partners held 2,326 shares of Cummins worth $1.25M as of Q1 2026.
  • Golden State Equity Partners sold 34 Cummins shares in Q1 2026, an estimated $19.2K.
  • Cummins made up 0.09% of Golden State Equity Partners's portfolio in Q1 2026, its #244 holding.
  • Golden State Equity Partners first reported a position in Cummins in Q2 2024 and has held it in 8 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.