Meridian Wealth Management’s Cummins CMI Stock Holding History

Meridian 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	$411K	Buy	763 +352	+86%	+$199K	0.01%	561
2025 Q4	$210K	Buy	+411	New	+$192K	0.01%	713
2024 Q2	–	Sell	-752	Closed	-$222K	–	331
2024 Q1	$222K	Buy	+752	New	+$194K	0.04%	191
2023 Q2	–	Sell	-846	Closed	-$202K	–	552
2023 Q1	$202K	Hold	846	–	–	0.02%	511
2022 Q4	$205K	Buy	+846	New	+$201K	0.02%	487
2022 Q3	–	Sell	-23,767	Closed	-$4.6M	–	507
2022 Q2	$4.6M	Buy	+23,767	New	+$4.75M	0.38%	63
2022 Q1	–	Sell	-3,286	Closed	-$717K	–	405
2021 Q4	$717K	Buy	3,286 +564	+21%	+$129K	0.08%	199
2021 Q3	$611K	Buy	2,722 +339	+14%	+$79.4K	0.08%	202
2021 Q2	$581K	Buy	+2,383	New	+$609K	0.07%	203
2019 Q3	–	Sell	-200	Closed	-$342	–	249
2019 Q2	$342	Buy	+200	New	+$32.7K	0.01%	436

Other funds holding CMI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Meridian Wealth Management increased its Cummins (CMI) stake by 86% in Q1 2026, buying an estimated $199K and bringing the position to 763 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #561.

Meridian Wealth Management first reported a position in CMI in Q2 2019 and has held it in 10 quarters since. The position peaked at $4.6M in Q2 2022. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Meridian Wealth Management held 763 shares of Cummins worth $411K as of Q1 2026.
Meridian Wealth Management bought 352 Cummins shares in Q1 2026, an estimated $199K.
Cummins made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #561 holding.
Meridian Wealth Management first reported a position in Cummins in Q2 2019 and has held it in 10 quarters since.
Meridian Wealth Management's Cummins position peaked at $4.6M in Q2 2022.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.