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JPL Wealth Management’s Cummins CMI Stock Holding History

JPL 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 		$17.8K Buy
+33
New +$18.7K ﹤0.01% 413
2025
Q4 		– Sell
-27
Closed -$11.4K – 312
2025
Q3 		$11.4K Buy
+27
New +$10.4K ﹤0.01% 517

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

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

JPL Wealth Management opened a new position in Cummins (CMI) in Q1 2026: 33 shares worth $17.8K. The stake represents ﹤0.01% of the portfolio and ranks #413 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in CMI as recently as Q3 2025.

JPL Wealth Management first reported a position in CMI in Q3 2025 and has held it in 2 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • JPL Wealth Management held 33 shares of Cummins worth $17.8K as of Q1 2026.
  • Cummins was a new JPL Wealth Management position in Q1 2026.
  • Cummins made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #413 holding.
  • JPL Wealth Management first reported a position in Cummins in Q3 2025 and has held it in 2 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.