Obermeyer Wealth Partners
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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
Q3 		$620K Sell
1,200
-13
-1% -$7.84K 0.02% 158
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Obermeyer Wealth Partners's CMI Position: Q3 2026 in Review

Obermeyer Wealth Partners reduced its Cummins (CMI) stake by 1.1% in Q3 2026, selling an estimated $7.84K and leaving 1,200 shares worth $620K. The position accounts for 0.02% of the portfolio, ranked #158.

Obermeyer Wealth Partners first reported a position in CMI in Q4 2014 and has held it in 10 quarters since. The position peaked at $18M in Q4 2014. 1,559 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Obermeyer Wealth Partners held 1,200 shares of Cummins worth $620K as of Q3 2026.
  • Obermeyer Wealth Partners sold 13 Cummins shares in Q3 2026, an estimated $7.84K.
  • Cummins made up 0.02% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #158 holding.
  • Obermeyer Wealth Partners first reported a position in Cummins in Q4 2014 and has held it in 10 quarters since.
  • Obermeyer Wealth Partners's Cummins position peaked at $18M in Q4 2014.
  • 1,559 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.