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Lake Street Private Wealth’s Cummins CMI Stock Holding History

Lake Street Private 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
Q2 		$680K Sell
954
-2
-0.2% -$1.32K 0.08% 146
2026
Q1 		$514K Hold
956
– – 0.07% 166
2025
Q4 		$488K Buy
956
+11
+1% +$5.14K 0.06% 178
2025
Q3 		$399K Sell
945
-105
-10% -$40.3K 0.05% 196
2025
Q2 		$344K Sell
1,050
-40
-4% -$12.4K 0.05% 197
2025
Q1 		$342K Sell
1,090
-40
-4% -$14.1K 0.06% 183
2024
Q4 		$394K Sell
1,130
-155
-12% -$54.5K 0.06% 170
2024
Q3 		$416K Sell
1,285
-4
-0.3% -$1.19K 0.07% 179
2024
Q2 		$357K Sell
1,289
-25
-2% -$7.14K 0.05% 250
2024
Q1 		$387K Sell
1,314
-70
-5% -$18K 0.05% 239
2023
Q4 		$332K Sell
1,384
-25
-2% -$5.68K 0.05% 244
2023
Q3 		$326K Sell
1,409
-87
-6% -$21K 0.06% 219
2023
Q2 		$367K Sell
1,496
-92
-6% -$20.8K 0.06% 209
2023
Q1 		$379K Sell
1,588
-15
-0.9% -$3.66K 0.07% 206
2022
Q4 		$388K Buy
1,603
+112
+8% +$26.6K 0.08% 198
2022
Q3 		$303K Buy
+1,491
New +$317K 0.07% 220

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lake Street Private Wealth's CMI Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Cummins (CMI) stake by 0.21% in Q2 2026, selling an estimated $1.32K and leaving 954 shares worth $680K. The position accounts for 0.08% of the portfolio, ranked #146.

Lake Street Private Wealth first reported a position in CMI in Q3 2022 and has held it in 16 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Lake Street Private Wealth held 954 shares of Cummins worth $680K as of Q2 2026.
  • Lake Street Private Wealth sold 2 Cummins shares in Q2 2026, an estimated $1.32K.
  • Cummins made up 0.08% of Lake Street Private Wealth's portfolio in Q2 2026, its #146 holding.
  • Lake Street Private Wealth first reported a position in Cummins in Q3 2022 and has held it in 16 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.