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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
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 $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

Lake Street Private Wealth's CMI Position: Q1 2026 in Review

Lake Street Private Wealth held its Cummins (CMI) position steady in Q1 2026 at 956 shares worth $514K. The position accounts for 0.07% of the portfolio, ranked #166.

Lake Street Private Wealth first reported a position in CMI in Q3 2022 and has held it in 15 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Lake Street Private Wealth held 956 shares of Cummins worth $514K as of Q1 2026.
  • Lake Street Private Wealth left its Cummins share count unchanged in Q1 2026.
  • Cummins made up 0.07% of Lake Street Private Wealth's portfolio in Q1 2026, its #166 holding.
  • Lake Street Private Wealth first reported a position in Cummins in Q3 2022 and has held it in 15 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.