MWM
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Modern Wealth Management’s Cummins CMI Stock Holding History

Modern 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 		$1.43M Buy
2,601
+106
+4% +$60K 0.02% 353
2025
Q4 		$1.27M Buy
2,495
+193
+8% +$90.2K 0.02% 360
2025
Q3 		$973K Buy
2,302
+34
+1% +$13K 0.02% 394
2025
Q2 		$743K Buy
2,268
+1
+0% +$310 0.02% 413
2025
Q1 		$711K Buy
+2,267
New +$799K 0.02% 357

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

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

Modern Wealth Management increased its Cummins (CMI) stake by 4.2% in Q1 2026, buying an estimated $60K and bringing the position to 2,601 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #353.

Modern Wealth Management first reported a position in CMI in Q1 2025 and has held it in 5 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Modern Wealth Management held 2,601 shares of Cummins worth $1.43M as of Q1 2026.
  • Modern Wealth Management bought 106 Cummins shares in Q1 2026, an estimated $60K.
  • Cummins made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #353 holding.
  • Modern Wealth Management first reported a position in Cummins in Q1 2025 and has held it in 5 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.