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Jamison Private Wealth Management’s Cummins CMI Stock Holding History

Jamison Private 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
Q2 		$1.64M Buy
2,306
+220
+11% +$145K 0.17% 101
2026
Q1 		$1.12M Buy
2,086
+2
+0.1% +$1.13K 0.14% 113
2025
Q4 		$1.06M Buy
2,084
+82
+4% +$38.3K 0.13% 115
2025
Q3 		$846K Buy
2,002
+201
+11% +$77.1K 0.11% 123
2025
Q2 		$590K Buy
1,801
+709
+65% +$219K 0.08% 136
2025
Q1 		$342K Buy
1,092
+90
+9% +$31.7K 0.05% 165
2024
Q4 		$349K Buy
1,002
+14
+1% +$4.92K 0.05% 168
2024
Q3 		$320K Buy
988
+596
+152% +$177K 0.05% 159
2024
Q2 		$109K Buy
392
+56
+17% +$16K 0.02% 213
2024
Q1 		$98.9K Buy
336
+7
+2% +$1.8K 0.02% 215
2023
Q4 		$78.9K Buy
329
+119
+57% +$27.1K 0.01% 214
2023
Q3 		$48K Buy
+210
New +$50.7K 0.01% 229

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Jamison Private Wealth Management's CMI Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Cummins (CMI) stake by 11% in Q2 2026, buying an estimated $145K and bringing the position to 2,306 shares worth $1.64M. The position accounts for 0.17% of the portfolio, ranked #101.

Jamison Private Wealth Management first reported a position in CMI in Q3 2023 and has held it in 12 quarters since. 2,108 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Jamison Private Wealth Management held 2,306 shares of Cummins worth $1.64M as of Q2 2026.
  • Jamison Private Wealth Management bought 220 Cummins shares in Q2 2026, an estimated $145K.
  • Cummins made up 0.17% of Jamison Private Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Jamison Private Wealth Management first reported a position in Cummins in Q3 2023 and has held it in 12 quarters since.
  • 2,108 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.