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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
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 $5.7T 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