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Invera Wealth Advisors’s Cummins CMI Stock Holding History

Invera 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 		$3.17M Sell
5,894
-210
-3% -$119K 2.04% 16
2025
Q4 		$3.12M Sell
6,104
-360
-6% -$168K 1.97% 19
2025
Q3 		$2.73M Sell
6,464
-114
-2% -$43.7K 1.68% 19
2025
Q2 		$2.15M Sell
6,578
-87
-1% -$26.9K 1.4% 24
2025
Q1 		$2.09M Buy
+6,665
New +$2.35M 1.35% 24
2024
Q1 		– Sell
-7,345
Closed -$1.76M – 65
2023
Q4 		$1.76M Buy
+7,345
New +$1.67M 1.1% 31

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

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

Invera Wealth Advisors reduced its Cummins (CMI) stake by 3.4% in Q1 2026, selling an estimated $119K and leaving 5,894 shares worth $3.17M. The position accounts for 2.04% of the portfolio, ranked #16.

Invera Wealth Advisors first reported a position in CMI in Q4 2023 and has held it in 6 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Invera Wealth Advisors held 5,894 shares of Cummins worth $3.17M as of Q1 2026.
  • Invera Wealth Advisors sold 210 Cummins shares in Q1 2026, an estimated $119K.
  • Cummins made up 2.04% of Invera Wealth Advisors's portfolio in Q1 2026, its #16 holding.
  • Invera Wealth Advisors first reported a position in Cummins in Q4 2023 and has held it in 6 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.