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Kingswood Wealth Advisors’s Cummins CMI Stock Holding History

Kingswood Wealth Advisors’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 		$2.21M Buy
4,109
+35
+0.9% +$19.8K 0.1% 217
2025
Q4 		$2.08M Buy
4,074
+2,418
+146% +$1.13M 0.1% 203
2025
Q3 		$699K Buy
1,656
+148
+10% +$56.7K 0.04% 390
2025
Q2 		$494K Sell
1,508
-109
-7% -$33.7K 0.04% 417
2025
Q1 		$509K Sell
1,617
-1,123
-41% -$396K 0.05% 392
2024
Q4 		$955K Sell
2,740
-1,956
-42% -$687K 0.07% 283
2024
Q3 		$1.52M Buy
4,696
+43
+0.9% +$12.7K 0.11% 215
2024
Q2 		$1.29M Buy
4,653
+660
+17% +$189K 0.12% 189
2024
Q1 		$1.18M Buy
3,993
+55
+1% +$14.2K 0.14% 175
2023
Q4 		$943K Buy
3,938
+736
+23% +$167K 0.11% 203
2023
Q3 		$732K Buy
+3,202
New +$773K 0.13% 186

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

Kingswood Wealth Advisors's CMI Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its Cummins (CMI) stake by 0.86% in Q1 2026, buying an estimated $19.8K and bringing the position to 4,109 shares worth $2.21M. The position accounts for 0.1% of the portfolio, ranked #217.

Kingswood Wealth Advisors first reported a position in CMI in Q3 2023 and has held it in 11 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Kingswood Wealth Advisors held 4,109 shares of Cummins worth $2.21M as of Q1 2026.
  • Kingswood Wealth Advisors bought 35 Cummins shares in Q1 2026, an estimated $19.8K.
  • Cummins made up 0.1% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #217 holding.
  • Kingswood Wealth Advisors first reported a position in Cummins in Q3 2023 and has held it in 11 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.