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Kingsview Wealth Management’s Cummins CMI Stock Holding History

Kingsview 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 		$2.28M Buy
4,238
+306
+8% +$173K 0.03% 482
2025
Q4 		$2.01M Buy
3,932
+329
+9% +$154K 0.03% 474
2025
Q3 		$1.52M Sell
3,603
-632
-15% -$242K 0.02% 512
2025
Q2 		$1.39M Sell
4,235
-176
-4% -$54.5K 0.02% 502
2025
Q1 		$1.38M Buy
4,411
+30
+0.7% +$10.6K 0.03% 467
2024
Q4 		$1.53M Sell
4,381
-9,721
-69% -$3.42M 0.03% 454
2024
Q3 		$4.57M Buy
14,102
+545
+4% +$161K 0.1% 210
2024
Q2 		$3.75M Buy
13,557
+10,095
+292% +$2.88M 0.09% 216
2024
Q1 		$1.02M Buy
3,462
+1,087
+46% +$280K 0.03% 493
2023
Q4 		$569K Sell
2,375
-36
-1% -$8.18K 0.02% 607
2023
Q3 		$551K Buy
2,411
+148
+7% +$35.7K 0.02% 596
2023
Q2 		$555K Buy
2,263
+10
+0.4% +$2.26K 0.02% 562
2023
Q1 		$538K Sell
2,253
-1,402
-38% -$342K 0.02% 553
2022
Q4 		$885K Buy
3,655
+1,234
+51% +$294K 0.04% 368
2022
Q3 		$493K Buy
2,421
+364
+18% +$77.4K 0.02% 509
2022
Q2 		$398K Sell
2,057
-590
-22% -$118K 0.02% 585
2022
Q1 		$543K Sell
2,647
-217
-8% -$46.9K 0.02% 552
2021
Q4 		$625K Buy
2,864
+930
+48% +$212K 0.03% 518
2021
Q3 		$434K Sell
1,934
-162
-8% -$38K 0.02% 587
2021
Q2 		$507K Sell
2,096
-1,786
-46% -$457K 0.03% 551
2021
Q1 		$1M Buy
+3,882
New +$970K 0.06% 330
2018
Q1 		– Sell
-1,436
Closed -$254K – 376
2017
Q4 		$254K Buy
+1,436
New +$246K 0.09% 265

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

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

Kingsview Wealth Management increased its Cummins (CMI) stake by 7.8% in Q1 2026, buying an estimated $173K and bringing the position to 4,238 shares worth $2.28M. The position accounts for 0.03% of the portfolio, ranked #482.

Kingsview Wealth Management first reported a position in CMI in Q4 2017 and has held it in 22 quarters since. The position peaked at $4.57M in Q3 2024. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Kingsview Wealth Management held 4,238 shares of Cummins worth $2.28M as of Q1 2026.
  • Kingsview Wealth Management bought 306 Cummins shares in Q1 2026, an estimated $173K.
  • Cummins made up 0.03% of Kingsview Wealth Management's portfolio in Q1 2026, its #482 holding.
  • Kingsview Wealth Management first reported a position in Cummins in Q4 2017 and has held it in 22 quarters since.
  • Kingsview Wealth Management's Cummins position peaked at $4.57M in Q3 2024.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.