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Jacksonville Wealth Management’s Cummins CMI Stock Holding History

Jacksonville 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 		$460K Buy
854
+1
+0.1% +$566 0.31% 43
2025
Q4 		$435K Buy
853
+2
+0.2% +$935 0.31% 50
2025
Q3 		$360K Buy
851
+2
+0.2% +$767 0.26% 52
2025
Q2 		$278K Buy
849
+11
+1% +$3.4K 0.22% 55
2025
Q1 		$263K Sell
838
-13
-2% -$4.58K 0.26% 52
2024
Q4 		$297K Buy
+851
New +$299K 0.28% 52

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

Jacksonville Wealth Management's CMI Position: Q1 2026 in Review

Jacksonville Wealth Management increased its Cummins (CMI) stake by 0.12% in Q1 2026, buying an estimated $566 and bringing the position to 854 shares worth $460K. The position accounts for 0.31% of the portfolio, ranked #43.

Jacksonville Wealth Management first reported a position in CMI in Q4 2024 and has held it in 6 quarters since. 1,956 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Jacksonville Wealth Management held 854 shares of Cummins worth $460K as of Q1 2026.
  • Jacksonville Wealth Management bought 1 Cummins share in Q1 2026, an estimated $566.
  • Cummins made up 0.31% of Jacksonville Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Jacksonville Wealth Management first reported a position in Cummins in Q4 2024 and has held it in 6 quarters since.
  • 1,956 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Jacksonville Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.