IWA
CMI icon

Icon Wealth Advisors’s Cummins CMI Stock Holding History

Icon Wealth Advisors’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 		$4.94M Buy
7,727
+5,756
+292% +$3.26M 0.32% 53
2025
Q4 		$1.01M Buy
1,971
+64
+3% +$29.9K 0.07% 175
2025
Q3 		$805K Buy
1,907
+56
+3% +$21.5K 0.05% 199
2025
Q2 		$606K Buy
1,851
+51
+3% +$15.8K 0.04% 234
2025
Q1 		$564K Buy
1,800
+240
+15% +$84.5K 0.05% 204
2024
Q4 		$544K Buy
1,560
+136
+10% +$47.8K 0.04% 203
2024
Q3 		$461K Buy
1,424
+96
+7% +$28.4K 0.04% 217
2024
Q2 		$388K Buy
1,328
+444
+50% +$127K 0.03% 243
2024
Q1 		$260K Buy
884
+286
+48% +$73.7K 0.02% 301
2023
Q4 		$143K Buy
+598
New +$136K 0.01% 365

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

Icon Wealth Advisors's CMI Position: Q1 2026 in Review

Icon Wealth Advisors increased its Cummins (CMI) stake by 292% in Q1 2026, buying an estimated $3.26M and bringing the position to 7,727 shares worth $4.94M. The position accounts for 0.32% of the portfolio, ranked #53.

Icon Wealth Advisors first reported a position in CMI in Q4 2023 and has held it in 10 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Icon Wealth Advisors held 7,727 shares of Cummins worth $4.94M as of Q1 2026.
  • Icon Wealth Advisors bought 5,756 Cummins shares in Q1 2026, an estimated $3.26M.
  • Cummins made up 0.32% of Icon Wealth Advisors's portfolio in Q1 2026, its #53 holding.
  • Icon Wealth Advisors first reported a position in Cummins in Q4 2023 and has held it in 10 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.