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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
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

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 $3.37T AUM 44.26% 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

LeConte Wealth Management's CMI Position: Q2 2026 in Review

LeConte Wealth Management increased its Cummins (CMI) stake by 14% in Q2 2026, buying an estimated $43.5K and bringing the position to 527 shares worth $376K. The position accounts for 0.2% of the portfolio, ranked #86.

LeConte Wealth Management first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,104 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • LeConte Wealth Management held 527 shares of Cummins worth $376K as of Q2 2026.
  • LeConte Wealth Management bought 66 Cummins shares in Q2 2026, an estimated $43.5K.
  • Cummins made up 0.2% of LeConte Wealth Management's portfolio in Q2 2026, its #86 holding.
  • LeConte Wealth Management first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on LeConte Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.