Marble Wealth’s Cummins CMI Stock Holding History

Marble Wealth’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	–	Sell	-435	Closed	-$222K	–	232
2025 Q4	$222K	Buy	+435	New	+$203K	0.03%	260

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marble Wealth's CMI Position: Q1 2026 in Review

Marble Wealth sold out of Cummins (CMI) in Q1 2026, closing a stake of 435 shares — an estimated $222K sold.

Marble Wealth first reported a position in CMI in Q4 2025 and held it in 1 quarter. The position peaked at $222K in Q4 2025. 1,964 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Marble Wealth reported no remaining Cummins position as of Q1 2026 after selling out during the quarter.
Marble Wealth sold 435 Cummins shares in Q1 2026, an estimated $222K.
Marble Wealth first reported a position in Cummins in Q4 2025 and held it in 1 quarter.
Marble Wealth's Cummins position peaked at $222K in Q4 2025.
1,964 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Marble Wealth's 13F filing for Q1 2026, filed 14 May 2026.