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Massachusetts Wealth Management’s Cummins CMI Stock Holding History

Massachusetts Wealth Management’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 		$3.48M Buy
4,875
+20
+0.4% +$13.2K 1.32% 27
2026
Q1 		$2.61M Sell
4,855
-75
-2% -$42.4K 1.13% 33
2025
Q4 		$2.52M Sell
4,930
-7
-0.1% -$3.27K 1.17% 31
2025
Q3 		$2.09M Buy
4,937
+80
+2% +$30.7K 1.03% 41
2025
Q2 		$1.59M Buy
4,857
+135
+3% +$41.8K 0.9% 47
2025
Q1 		$1.48M Sell
4,722
-90
-2% -$31.7K 1.01% 41
2024
Q4 		$1.68M Buy
4,812
+30
+0.6% +$10.5K 1.04% 45
2024
Q3 		$1.55M Buy
4,782
+95
+2% +$28.1K 0.98% 44
2024
Q2 		$1.3M Sell
4,687
-100
-2% -$28.6K 0.87% 48
2024
Q1 		$1.41M Buy
4,787
+335
+8% +$86.3K 0.99% 45
2023
Q4 		$1.07M Buy
4,452
+142
+3% +$32.3K 0.86% 48
2023
Q3 		$985K Buy
4,310
+190
+5% +$45.9K 0.9% 46
2023
Q2 		$1.01M Buy
4,120
+120
+3% +$27.2K 0.97% 45
2023
Q1 		$956K Sell
4,000
-125
-3% -$30.5K 0.99% 44
2022
Q4 		$1.03M Buy
+4,125
New +$981K 0.99% 43

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

Massachusetts Wealth Management's CMI Position: Q2 2026 in Review

Massachusetts Wealth Management increased its Cummins (CMI) stake by 0.41% in Q2 2026, buying an estimated $13.2K and bringing the position to 4,875 shares worth $3.48M. The position accounts for 1.32% of the portfolio, ranked #27.

Massachusetts Wealth Management first reported a position in CMI in Q4 2022 and has held it in 15 quarters since. 2,103 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Massachusetts Wealth Management held 4,875 shares of Cummins worth $3.48M as of Q2 2026.
  • Massachusetts Wealth Management bought 20 Cummins shares in Q2 2026, an estimated $13.2K.
  • Cummins made up 1.32% of Massachusetts Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Massachusetts Wealth Management first reported a position in Cummins in Q4 2022 and has held it in 15 quarters since.
  • 2,103 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.