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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
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 $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

Massachusetts Wealth Management's CMI Position: Q1 2026 in Review

Massachusetts Wealth Management reduced its Cummins (CMI) stake by 1.5% in Q1 2026, selling an estimated $42.4K and leaving 4,855 shares worth $2.61M. The position accounts for 1.13% of the portfolio, ranked #33.

Massachusetts Wealth Management first reported a position in CMI in Q4 2022 and has held it in 14 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Massachusetts Wealth Management held 4,855 shares of Cummins worth $2.61M as of Q1 2026.
  • Massachusetts Wealth Management sold 75 Cummins shares in Q1 2026, an estimated $42.4K.
  • Cummins made up 1.13% of Massachusetts Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Massachusetts Wealth Management first reported a position in Cummins in Q4 2022 and has held it in 14 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.