Obermeyer Wealth Partners’s Cummins CMI Stock Holding History

Obermeyer 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 Q2	$865K	Buy	1,213 +13	+1%	+$8.56K	0.04%	133
2026 Q1	$646K	Buy	1,200 +491	+69%	+$278K	0.03%	145
2025 Q4	$362K	Buy	709 +9	+1%	+$4.21K	0.02%	212
2025 Q3	$296K	Hold	700	–	–	0.01%	234
2025 Q2	$229K	Buy	+700	New	+$217K	0.01%	255
2015 Q4	–	Sell	-3,400	Closed	-$369K	–	123
2015 Q3	$369K	Sell	3,400 -81,157	-96%	-$10M	0.04%	85
2015 Q2	$11.1M	Sell	84,557 -39,697	-32%	-$5.46M	0.95%	36
2015 Q1	$17.2M	Sell	124,254 -690	-0.6%	-$97.3K	1.41%	27
2014 Q4	$18M	Buy	+124,944	New	+$17.7M	1.63%	23

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Obermeyer Wealth Partners's CMI Position: Q2 2026 in Review

Obermeyer Wealth Partners increased its Cummins (CMI) stake by 1.1% in Q2 2026, buying an estimated $8.56K and bringing the position to 1,213 shares worth $865K. The position accounts for 0.04% of the portfolio, ranked #133.

Obermeyer Wealth Partners first reported a position in CMI in Q4 2014 and has held it in 9 quarters since. The position peaked at $18M in Q4 2014. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Obermeyer Wealth Partners held 1,213 shares of Cummins worth $865K as of Q2 2026.
Obermeyer Wealth Partners bought 13 Cummins shares in Q2 2026, an estimated $8.56K.
Cummins made up 0.04% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #133 holding.
Obermeyer Wealth Partners first reported a position in Cummins in Q4 2014 and has held it in 9 quarters since.
Obermeyer Wealth Partners's Cummins position peaked at $18M in Q4 2014.
2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.