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Madison Wealth Partners’s Cummins CMI Stock Holding History

Madison 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 		$682K Buy
956
+77
+9% +$50.7K 0.09% 123
2026
Q1 		$473K Buy
879
+59
+7% +$33.4K 0.08% 121
2025
Q4 		$418K Buy
820
+1
+0.1% +$467 0.08% 114
2025
Q3 		$346K Hold
819
– – 0.07% 118
2025
Q2 		$268K Hold
819
– – 0.06% 136
2025
Q1 		$257K Buy
819
+1
+0.1% +$352 0.06% 128
2024
Q4 		$285K Hold
818
– – 0.08% 121
2024
Q3 		$265K Hold
818
– – 0.08% 125
2024
Q2 		$226K Hold
818
– – 0.08% 118
2024
Q1 		$241K Buy
+818
New +$211K 0.09% 110

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

Madison Wealth Partners's CMI Position: Q2 2026 in Review

Madison Wealth Partners increased its Cummins (CMI) stake by 8.8% in Q2 2026, buying an estimated $50.7K and bringing the position to 956 shares worth $682K. The position accounts for 0.09% of the portfolio, ranked #123.

Madison Wealth Partners first reported a position in CMI in Q1 2024 and has held it in 10 quarters since. 2,108 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Madison Wealth Partners held 956 shares of Cummins worth $682K as of Q2 2026.
  • Madison Wealth Partners bought 77 Cummins shares in Q2 2026, an estimated $50.7K.
  • Cummins made up 0.09% of Madison Wealth Partners's portfolio in Q2 2026, its #123 holding.
  • Madison Wealth Partners first reported a position in Cummins in Q1 2024 and has held it in 10 quarters since.
  • 2,108 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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