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Noble Wealth Management PBC’s Cummins CMI Stock Holding History

Noble Wealth Management PBC’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
Q3 		$41.3K Sell
80
-1
-1% -$603 0.02% 277
2026
Q2 		$57.8K Buy
81
+1
+1% +$659 0.03% 269
2026
Q1 		$43K Hold
80
– – 0.02% 279
2025
Q4 		$40.8K Sell
80
-70
-47% -$32.7K 0.02% 282
2025
Q3 		$63.4K Buy
+150
New +$57.5K 0.03% 224
2025
Q1 		$65.8K Hold
210
– – 0.05% 191
2024
Q4 		$73.2K Buy
+210
New +$73.8K 0.05% 172

Other funds holding CMI

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Noble Wealth Management PBC's CMI Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its Cummins (CMI) stake by 1.2% in Q3 2026, selling an estimated $603 and leaving 80 shares worth $41.3K. The position accounts for 0.02% of the portfolio, ranked #277.

Noble Wealth Management PBC first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $73.2K in Q4 2024. 84 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Noble Wealth Management PBC held 80 shares of Cummins worth $41.3K as of Q3 2026.
  • Noble Wealth Management PBC sold 1 Cummins share in Q3 2026, an estimated $603.
  • Cummins made up 0.02% of Noble Wealth Management PBC's portfolio in Q3 2026, its #277 holding.
  • Noble Wealth Management PBC first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's Cummins position peaked at $73.2K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.