LeConte Wealth Management
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LeConte Wealth Management’s Cummins CMI Stock Holding History

LeConte 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
Q3 		$278K Buy
538
+11
+2% +$6.64K 0.15% 125
2026
Q2 		$376K Buy
527
+66
+14% +$43.5K 0.2% 86
2026
Q1 		$248K Buy
461
+5
+1% +$2.83K 0.16% 111
2025
Q4 		$233K Buy
+456
New +$213K 0.15% 112

Other funds holding CMI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LeConte Wealth Management's CMI Position: Q3 2026 in Review

LeConte Wealth Management increased its Cummins (CMI) stake by 2.1% in Q3 2026, buying an estimated $6.64K and bringing the position to 538 shares worth $278K. The position accounts for 0.15% of the portfolio, ranked #125.

LeConte Wealth Management first reported a position in CMI in Q4 2025 and has held it in 4 quarters since. The position peaked at $376K in Q2 2026. 1,300 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • LeConte Wealth Management held 538 shares of Cummins worth $278K as of Q3 2026.
  • LeConte Wealth Management bought 11 Cummins shares in Q3 2026, an estimated $6.64K.
  • Cummins made up 0.15% of LeConte Wealth Management's portfolio in Q3 2026, its #125 holding.
  • LeConte Wealth Management first reported a position in Cummins in Q4 2025 and has held it in 4 quarters since.
  • LeConte Wealth Management's Cummins position peaked at $376K in Q2 2026.
  • 1,300 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.