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Leo Wealth LLC’s Cummins CMI Stock Holding History

Leo Wealth LLC’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 		$643K Sell
1,195
-54
-4% -$30.6K 0.05% 231
2025
Q4 		$637K Buy
1,249
+44
+4% +$20.6K 0.05% 227
2025
Q3 		$509K Sell
1,205
-83
-6% -$31.8K 0.07% 173
2025
Q2 		$422K Buy
1,288
+126
+11% +$39K 0.03% 264
2025
Q1 		$364K Sell
1,162
-123
-10% -$43.3K 0.05% 200
2024
Q4 		$448K Buy
1,285
+128
+11% +$45K 0.04% 247
2024
Q3 		$375K Buy
1,157
+3
+0.3% +$889 0.03% 255
2024
Q2 		$319K Sell
1,154
-75
-6% -$21.4K 0.03% 264
2024
Q1 		$362K Buy
1,229
+106
+9% +$27.3K 0.04% 246
2023
Q4 		$273K Buy
+1,123
New +$255K 0.03% 269

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Leo Wealth LLC's CMI Position: Q1 2026 in Review

Leo Wealth LLC reduced its Cummins (CMI) stake by 4.3% in Q1 2026, selling an estimated $30.6K and leaving 1,195 shares worth $643K. The position accounts for 0.05% of the portfolio, ranked #231.

Leo Wealth LLC first reported a position in CMI in Q4 2023 and has held it in 10 quarters since. 1,961 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Leo Wealth LLC held 1,195 shares of Cummins worth $643K as of Q1 2026.
  • Leo Wealth LLC sold 54 Cummins shares in Q1 2026, an estimated $30.6K.
  • Cummins made up 0.05% of Leo Wealth LLC's portfolio in Q1 2026, its #231 holding.
  • Leo Wealth LLC first reported a position in Cummins in Q4 2023 and has held it in 10 quarters since.
  • 1,961 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.