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National Wealth Management Group’s Cummins CMI Stock Holding History

National Wealth Management Group’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
Q4 		– Sell
-1,538
Closed -$650K – 253
2025
Q3 		$650K Buy
+1,538
New +$590K 0.24% 94
2023
Q1 		– Sell
-1,598
Closed -$387K – 138
2022
Q4 		$387K Buy
+1,598
New +$380K 0.46% 76

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

National Wealth Management Group's CMI Position: Q4 2025 in Review

National Wealth Management Group sold out of Cummins (CMI) in Q4 2025, closing a stake of 1,538 shares — an estimated $650K sold.

National Wealth Management Group first reported a position in CMI in Q4 2022 and held it in 2 quarters. The position peaked at $650K in Q3 2025. 1,878 funds tracked by Wall St. Rank hold CMI as of Q4 2025.

  • National Wealth Management Group reported no remaining Cummins position as of Q4 2025 after selling out during the quarter.
  • National Wealth Management Group sold 1,538 Cummins shares in Q4 2025, an estimated $650K.
  • National Wealth Management Group first reported a position in Cummins in Q4 2022 and held it in 2 quarters.
  • National Wealth Management Group's Cummins position peaked at $650K in Q3 2025.
  • 1,878 funds tracked by Wall St. Rank held Cummins as of Q4 2025.

Based on National Wealth Management Group's 13F filing for Q4 2025, filed 12 Jan 2026.