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Journey Strategic Wealth’s Cummins CMI Stock Holding History

Journey Strategic Wealth’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 		$469K Buy
871
+190
+28% +$108K 0.01% 365
2025
Q4 		$348K Buy
681
+17
+3% +$7.95K 0.01% 447
2025
Q3 		$280K Buy
664
+52
+8% +$19.9K 0.01% 506
2025
Q2 		$200K Buy
+612
New +$189K 0.01% 626

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

Journey Strategic Wealth's CMI Position: Q1 2026 in Review

Journey Strategic Wealth increased its Cummins (CMI) stake by 28% in Q1 2026, buying an estimated $108K and bringing the position to 871 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #365.

Journey Strategic Wealth first reported a position in CMI in Q2 2025 and has held it in 4 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Journey Strategic Wealth held 871 shares of Cummins worth $469K as of Q1 2026.
  • Journey Strategic Wealth bought 190 Cummins shares in Q1 2026, an estimated $108K.
  • Cummins made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #365 holding.
  • Journey Strategic Wealth first reported a position in Cummins in Q2 2025 and has held it in 4 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.