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Kathleen S. Wright Associates’s Cummins CMI Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$44.3K Hold
105
– – 0.02% 155
2025
Q2 		$34.4K Hold
105
– – 0.01% 165
2025
Q1 		$32.9K Hold
105
– – 0.01% 163
2024
Q4 		$36.6K Hold
105
– – 0.02% 163
2024
Q3 		$34K Buy
+105
New +$31.1K 0.01% 171

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kathleen S. Wright Associates's CMI Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Cummins (CMI) position steady in Q3 2025 at 105 shares worth $44.3K. The position accounts for 0.02% of the portfolio, ranked #155.

Kathleen S. Wright Associates first reported a position in CMI in Q3 2024 and has held it in 5 quarters since. 1,682 funds tracked by Wall St. Rank hold CMI as of Q3 2025.

  • Kathleen S. Wright Associates held 105 shares of Cummins worth $44.3K as of Q3 2025.
  • Kathleen S. Wright Associates left its Cummins share count unchanged in Q3 2025.
  • Cummins made up 0.02% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #155 holding.
  • Kathleen S. Wright Associates first reported a position in Cummins in Q3 2024 and has held it in 5 quarters since.
  • 1,682 funds tracked by Wall St. Rank held Cummins as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.