Greenwich Wealth Management’s Cummins CMI Stock Holding History

Greenwich 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	–	Sell	-542	Closed	-$292K	–	303
2026 Q1	$292K	Buy	542 +7	+1%	+$3.96K	0.01%	242
2025 Q4	$273K	Buy	+535	New	+$250K	0.01%	244

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Norges Bank Oslo, Norway $1T AUM

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

Greenwich Wealth Management sold out of Cummins (CMI) in Q2 2026, closing a stake of 542 shares — an estimated $292K sold.

Greenwich Wealth Management first reported a position in CMI in Q4 2025 and held it in 2 quarters. The position peaked at $292K in Q1 2026. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Greenwich Wealth Management reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
Greenwich Wealth Management sold 542 Cummins shares in Q2 2026, an estimated $292K.
Greenwich Wealth Management first reported a position in Cummins in Q4 2025 and held it in 2 quarters.
Greenwich Wealth Management's Cummins position peaked at $292K in Q1 2026.
2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.