Measured Wealth Private Client Group’s Cummins CMI Stock Holding History

Measured Wealth Private Client Group’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	$282K	Hold	395	–	–	0.07%	157
2026 Q1	$213K	Hold	395	–	–	0.06%	180
2025 Q4	$202K	Hold	395	–	–	0.05%	189
2025 Q3	$167K	Buy	+395	New	+$151K	0.05%	201
2023 Q4	–	Sell	-1,202	Closed	-$275K	–	181
2023 Q3	$275K	Buy	+1,202	New	+$290K	0.11%	132
2022 Q1	–	Sell	-1,008	Closed	-$220K	–	178
2021 Q4	$220K	Sell	1,008 -459	-31%	-$105K	0.08%	152
2021 Q3	$329K	Sell	1,467 -161	-10%	-$37.7K	0.13%	111
2021 Q2	$397K	Buy	1,628 +407	+33%	+$104K	0.13%	105
2021 Q1	$316K	Buy	+1,221	New	+$305K	0.11%	106
2018 Q4	–	Sell	-456	Closed	-$67K	–	214
2018 Q3	$67K	Buy	+456	New	+$64.2K	0.04%	285

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Norges Bank Oslo, Norway $1T AUM

Measured Wealth Private Client Group's CMI Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Cummins (CMI) position steady in Q2 2026 at 395 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #157.

Measured Wealth Private Client Group first reported a position in CMI in Q3 2018 and has held it in 10 quarters since. The position peaked at $397K in Q2 2021. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Measured Wealth Private Client Group held 395 shares of Cummins worth $282K as of Q2 2026.
Measured Wealth Private Client Group left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.07% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #157 holding.
Measured Wealth Private Client Group first reported a position in Cummins in Q3 2018 and has held it in 10 quarters since.
Measured Wealth Private Client Group's Cummins position peaked at $397K in Q2 2021.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.