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Mosaic Family Wealth Partners’s Cummins CMI Stock Holding History

Mosaic Family Wealth Partners’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 		$779K Sell
1,448
-25
-2% -$14.1K 0.08% 135
2025
Q4 		$752K Hold
1,473
– – 0.08% 115
2025
Q3 		$618K Hold
1,473
– – 0.07% 123
2025
Q2 		$482K Buy
+1,473
New +$456K 0.06% 136

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

Mosaic Family Wealth Partners's CMI Position: Q1 2026 in Review

Mosaic Family Wealth Partners reduced its Cummins (CMI) stake by 1.7% in Q1 2026, selling an estimated $14.1K and leaving 1,448 shares worth $779K. The position accounts for 0.08% of the portfolio, ranked #135.

Mosaic Family Wealth Partners first reported a position in CMI in Q2 2025 and has held it in 4 quarters since. 1,956 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Mosaic Family Wealth Partners held 1,448 shares of Cummins worth $779K as of Q1 2026.
  • Mosaic Family Wealth Partners sold 25 Cummins shares in Q1 2026, an estimated $14.1K.
  • Cummins made up 0.08% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #135 holding.
  • Mosaic Family Wealth Partners first reported a position in Cummins in Q2 2025 and has held it in 4 quarters since.
  • 1,956 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.