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Legacy Capital Wealth Partners’s Cummins CMI Stock Holding History

Legacy Capital Wealth Partners’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 		– Sell
-444
Closed -$239K – 387
2026
Q1 		$239K Buy
444
+12
+3% +$6.79K 0.05% 337
2025
Q4 		$220K Buy
+432
New +$202K 0.05% 348

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

Legacy Capital Wealth Partners's CMI Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of Cummins (CMI) in Q2 2026, closing a stake of 444 shares — an estimated $239K sold.

Legacy Capital Wealth Partners first reported a position in CMI in Q4 2025 and held it in 2 quarters. The position peaked at $239K in Q1 2026. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Legacy Capital Wealth Partners reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 444 Cummins shares in Q2 2026, an estimated $239K.
  • Legacy Capital Wealth Partners first reported a position in Cummins in Q4 2025 and held it in 2 quarters.
  • Legacy Capital Wealth Partners's Cummins position peaked at $239K in Q1 2026.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.