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Jackson Thornton Wealth Management’s Cummins CMI Stock Holding History

Jackson Thornton 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 		$536K Buy
870
+71
+9% +$40.2K 0.05% 101
2025
Q4 		$437K Buy
799
+33
+4% +$15.4K 0.04% 130
2025
Q3 		$334K Buy
+766
New +$294K 0.03% 164

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

Jackson Thornton Wealth Management's CMI Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Cummins (CMI) stake by 8.9% in Q1 2026, buying an estimated $40.2K and bringing the position to 870 shares worth $536K. The position accounts for 0.05% of the portfolio, ranked #101.

Jackson Thornton Wealth Management first reported a position in CMI in Q3 2025 and has held it in 3 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Jackson Thornton Wealth Management held 870 shares of Cummins worth $536K as of Q1 2026.
  • Jackson Thornton Wealth Management bought 71 Cummins shares in Q1 2026, an estimated $40.2K.
  • Cummins made up 0.05% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #101 holding.
  • Jackson Thornton Wealth Management first reported a position in Cummins in Q3 2025 and has held it in 3 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.