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Moran Wealth Management’s Cummins CMI Stock Holding History

Moran 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
2025
Q1 		– Sell
-16,910
Closed -$5.89M – 452
2024
Q4 		$5.89M Sell
16,910
-117
-0.7% -$41.1K 0.19% 147
2024
Q3 		$5.51M Sell
17,027
-3,069
-15% -$909K 0.17% 162
2024
Q2 		$5.57M Buy
20,096
+8,375
+71% +$2.39M 0.18% 159
2024
Q1 		$3.45M Buy
11,721
+31
+0.3% +$7.99K 0.11% 208
2023
Q4 		$2.8M Sell
11,690
-486
-4% -$110K 0.1% 225
2023
Q3 		$2.78M Buy
12,176
+211
+2% +$50.9K 0.11% 193
2023
Q2 		$2.93M Sell
11,965
-1,546
-11% -$350K 0.11% 195
2023
Q1 		$3.23M Buy
13,511
+3,111
+30% +$760K 0.12% 185
2022
Q4 		$2.52M Buy
+10,400
New +$2.47M 0.1% 197

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Moran Wealth Management's CMI Position: Q1 2025 in Review

Moran Wealth Management sold out of Cummins (CMI) in Q1 2025, closing a stake of 16,910 shares — an estimated $5.89M sold.

Moran Wealth Management first reported a position in CMI in Q4 2022 and held it in 9 quarters. The position peaked at $5.89M in Q4 2024. 1,567 funds tracked by Wall St. Rank hold CMI as of Q1 2025.

  • Moran Wealth Management reported no remaining Cummins position as of Q1 2025 after selling out during the quarter.
  • Moran Wealth Management sold 16,910 Cummins shares in Q1 2025, an estimated $5.89M.
  • Moran Wealth Management first reported a position in Cummins in Q4 2022 and held it in 9 quarters.
  • Moran Wealth Management's Cummins position peaked at $5.89M in Q4 2024.
  • 1,567 funds tracked by Wall St. Rank held Cummins as of Q1 2025.

Based on Moran Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.