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Hemington Wealth Management’s Cummins CMI Stock Holding History

Hemington 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
2025
Q3 		$102K Buy
242
+16
+7% +$6.13K 0.01% 237
2025
Q2 		$74K Sell
226
-11
-5% -$3.4K 0.01% 261
2025
Q1 		$74K Buy
237
+7
+3% +$2.47K 0.01% 251
2024
Q4 		$80K Buy
230
+25
+12% +$8.78K 0.02% 228
2024
Q3 		$67K Buy
+205
New +$60.7K 0.02% 242

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Hemington Wealth Management's CMI Position: Q3 2025 in Review

Hemington Wealth Management increased its Cummins (CMI) stake by 7.1% in Q3 2025, buying an estimated $6.13K and bringing the position to 242 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #237.

Hemington Wealth Management first reported a position in CMI in Q3 2024 and has held it in 5 quarters since. 1,684 funds tracked by Wall St. Rank hold CMI as of Q3 2025.

  • Hemington Wealth Management held 242 shares of Cummins worth $102K as of Q3 2025.
  • Hemington Wealth Management bought 16 Cummins shares in Q3 2025, an estimated $6.13K.
  • Cummins made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #237 holding.
  • Hemington Wealth Management first reported a position in Cummins in Q3 2024 and has held it in 5 quarters since.
  • 1,684 funds tracked by Wall St. Rank held Cummins as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.