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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
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 $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 $336B AUM 34.66% 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

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

Madison Wealth Partners increased its Cummins (CMI) stake by 7.2% in Q1 2026, buying an estimated $33.4K and bringing the position to 879 shares worth $473K. The position accounts for 0.08% of the portfolio, ranked #121.

Madison Wealth Partners first reported a position in CMI in Q1 2024 and has held it in 9 quarters since. 1,956 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Madison Wealth Partners held 879 shares of Cummins worth $473K as of Q1 2026.
  • Madison Wealth Partners bought 59 Cummins shares in Q1 2026, an estimated $33.4K.
  • Cummins made up 0.08% of Madison Wealth Partners's portfolio in Q1 2026, its #121 holding.
  • Madison Wealth Partners first reported a position in Cummins in Q1 2024 and has held it in 9 quarters since.
  • 1,956 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.