Meriwether Wealth & Planning’s Cummins CMI Stock Holding History

Meriwether Wealth & Planning’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 Q3	$4.65K	Buy	+9	New	+$5.43K	﹤0.01%	525

Other funds holding CMI

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Meriwether Wealth & Planning's CMI Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Cummins (CMI) in Q3 2026: 9 shares worth $4.65K. The stake represents ﹤0.01% of the portfolio and ranks #525 among its holdings.

1,300 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

Meriwether Wealth & Planning held 9 shares of Cummins worth $4.65K as of Q3 2026.
Cummins was a new Meriwether Wealth & Planning position in Q3 2026.
Cummins made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #525 holding.
1,300 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.