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LMG Wealth Partners’s Cummins CMI Stock Holding History

LMG 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
Q1 		$338K Hold
628
– – 0.06% 127
2025
Q4 		$321K Hold
628
– – 0.06% 126
2025
Q3 		$265K Hold
628
– – 0.05% 135
2025
Q2 		$206K Buy
+628
New +$194K 0.04% 134
2025
Q1 		– Sell
-628
Closed -$219K – 131
2024
Q4 		$219K Hold
628
– – 0.05% 123
2024
Q3 		$203K Buy
+628
New +$186K 0.05% 120

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

LMG Wealth Partners's CMI Position: Q1 2026 in Review

LMG Wealth Partners held its Cummins (CMI) position steady in Q1 2026 at 628 shares worth $338K. The position accounts for 0.06% of the portfolio, ranked #127.

LMG Wealth Partners first reported a position in CMI in Q3 2024 and has held it in 6 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • LMG Wealth Partners held 628 shares of Cummins worth $338K as of Q1 2026.
  • LMG Wealth Partners left its Cummins share count unchanged in Q1 2026.
  • Cummins made up 0.06% of LMG Wealth Partners's portfolio in Q1 2026, its #127 holding.
  • LMG Wealth Partners first reported a position in Cummins in Q3 2024 and has held it in 6 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.