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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Obermeyer Wealth Partners's CMI Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its Cummins (CMI) stake by 69% in Q1 2026, buying an estimated $278K and bringing the position to 1,200 shares worth $646K. The position accounts for 0.03% of the portfolio, ranked #145.

Obermeyer Wealth Partners first reported a position in CMI in Q4 2014 and has held it in 8 quarters since. The position peaked at $18M in Q4 2014. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Obermeyer Wealth Partners held 1,200 shares of Cummins worth $646K as of Q1 2026.
  • Obermeyer Wealth Partners bought 491 Cummins shares in Q1 2026, an estimated $278K.
  • Cummins made up 0.03% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #145 holding.
  • Obermeyer Wealth Partners first reported a position in Cummins in Q4 2014 and has held it in 8 quarters since.
  • Obermeyer Wealth Partners's Cummins position peaked at $18M in Q4 2014.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.