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Independent Solutions Wealth Management’s Cummins CMI Stock Holding History

Independent Solutions 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 		$1.55M Sell
2,882
-63
-2% -$35.7K 0.23% 105
2025
Q4 		$1.5M Sell
2,945
-20
-0.7% -$9.35K 0.28% 97
2025
Q3 		$1.25M Sell
2,965
-135
-4% -$51.8K 0.22% 105
2025
Q2 		$1.02M Sell
3,100
-50
-2% -$15.5K 0.2% 107
2025
Q1 		$987K Sell
3,150
-148
-4% -$52.1K 0.22% 108
2024
Q4 		$1.15M Hold
3,298
– – 0.25% 104
2024
Q3 		$1.07M Sell
3,298
-284
-8% -$84.1K 0.24% 95
2024
Q2 		$992K Sell
3,582
-82
-2% -$23.4K 0.23% 100
2024
Q1 		$1.08M Sell
3,664
-20
-0.5% -$5.15K 0.26% 95
2023
Q4 		$883K Sell
3,684
-175
-5% -$39.8K 0.23% 103
2023
Q3 		$882K Sell
3,859
-315
-8% -$76.1K 0.23% 98
2023
Q2 		$1.02M Sell
4,174
-208
-5% -$47.1K 0.26% 90
2023
Q1 		$1.05M Hold
4,382
– – 0.31% 82
2022
Q4 		$1.06M Sell
4,382
-48
-1% -$11.4K 0.32% 78
2022
Q3 		$902K Sell
4,430
-105
-2% -$22.3K 0.3% 78
2022
Q2 		$878K Buy
4,535
+115
+3% +$23K 0.27% 80
2022
Q1 		$907K Buy
4,420
+102
+2% +$22.1K 0.21% 91
2021
Q4 		$942K Buy
4,318
+678
+19% +$154K 0.22% 95
2021
Q3 		$817K Buy
3,640
+1,191
+49% +$279K 0.2% 101
2021
Q2 		$597K Buy
2,449
+148
+6% +$37.8K 0.14% 127
2021
Q1 		$596K Sell
2,301
-287
-11% -$71.7K 0.16% 107
2020
Q4 		$588K Sell
2,588
-265
-9% -$59.5K 0.18% 97
2020
Q3 		$602K Sell
2,853
-580
-17% -$116K 0.23% 85
2020
Q2 		$595K Sell
3,433
-47
-1% -$7.51K 0.25% 80
2020
Q1 		$471K Buy
3,480
+527
+18% +$82.2K 0.26% 73
2019
Q4 		$528K Buy
+2,953
New +$520K 0.23% 86

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

Independent Solutions Wealth Management's CMI Position: Q1 2026 in Review

Independent Solutions Wealth Management reduced its Cummins (CMI) stake by 2.1% in Q1 2026, selling an estimated $35.7K and leaving 2,882 shares worth $1.55M. The position accounts for 0.23% of the portfolio, ranked #105.

Independent Solutions Wealth Management first reported a position in CMI in Q4 2019 and has held it in 26 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Independent Solutions Wealth Management held 2,882 shares of Cummins worth $1.55M as of Q1 2026.
  • Independent Solutions Wealth Management sold 63 Cummins shares in Q1 2026, an estimated $35.7K.
  • Cummins made up 0.23% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #105 holding.
  • Independent Solutions Wealth Management first reported a position in Cummins in Q4 2019 and has held it in 26 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.