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NewEdge Wealth’s Cummins CMI Stock Holding History

NewEdge Wealth’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
Q2 		$7.5M Buy
10,517
+1,798
+21% +$1.18M 0.08% 174
2026
Q1 		$4.69M Sell
8,719
-2,036
-19% -$1.15M 0.06% 228
2025
Q4 		$5.49M Buy
10,755
+1,690
+19% +$790K 0.06% 213
2025
Q3 		$3.98M Buy
9,065
+8,231
+987% +$3.16M 0.06% 247
2025
Q2 		$321K Sell
834
-47
-5% -$14.6K 0.01% 815
2025
Q1 		$276K Buy
881
+128
+17% +$45.1K 0.01% 790
2024
Q4 		$262K Buy
+753
New +$265K ﹤0.01% 798
2024
Q2 		– Sell
-1,030
Closed -$289K – 774
2024
Q1 		$289K Buy
+1,030
New +$265K 0.01% 675
2021
Q2 		– Sell
-1,233
Closed -$319K – 282
2021
Q1 		$319K Buy
+1,233
New +$308K 0.03% 253

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

NewEdge Wealth's CMI Position: Q2 2026 in Review

NewEdge Wealth increased its Cummins (CMI) stake by 21% in Q2 2026, buying an estimated $1.18M and bringing the position to 10,517 shares worth $7.5M. The position accounts for 0.08% of the portfolio, ranked #174.

NewEdge Wealth first reported a position in CMI in Q1 2021 and has held it in 9 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • NewEdge Wealth held 10,517 shares of Cummins worth $7.5M as of Q2 2026.
  • NewEdge Wealth bought 1,798 Cummins shares in Q2 2026, an estimated $1.18M.
  • Cummins made up 0.08% of NewEdge Wealth's portfolio in Q2 2026, its #174 holding.
  • NewEdge Wealth first reported a position in Cummins in Q1 2021 and has held it in 9 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.