Greenline Wealth Management’s Cummins CMI Stock Holding History

Greenline 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 Q1	–	Sell	-22	Closed	-$11.4K	–	182
2025 Q4	$11.4K	Buy	+22	New	+$10.3K	0.01%	328

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Greenline Wealth Management's CMI Position: Q1 2026 in Review

Greenline Wealth Management sold out of Cummins (CMI) in Q1 2026, closing a stake of 22 shares — an estimated $11.4K sold.

Greenline Wealth Management first reported a position in CMI in Q4 2025 and held it in 1 quarter. The position peaked at $11.4K in Q4 2025. 1,964 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Greenline Wealth Management reported no remaining Cummins position as of Q1 2026 after selling out during the quarter.
Greenline Wealth Management sold 22 Cummins shares in Q1 2026, an estimated $11.4K.
Greenline Wealth Management first reported a position in Cummins in Q4 2025 and held it in 1 quarter.
Greenline Wealth Management's Cummins position peaked at $11.4K in Q4 2025.
1,964 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.