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One Wealth Advisors’s Cummins CMI Stock Holding History

One Wealth Advisors’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 		$265K Hold
493
– – 0.03% 261
2025
Q4 		$252K Hold
493
– – 0.03% 264
2025
Q3 		$208K Buy
+493
New +$189K 0.03% 300
2020
Q1 		– Sell
-1,154
Closed -$207K – 98
2019
Q4 		$207K Buy
+1,154
New +$203K 0.15% 103
2018
Q4 		– Sell
-69
Closed -$10K – 174
2018
Q3 		$10K Buy
69
+9
+15% +$1.27K 0.01% 352
2018
Q2 		$8K Sell
60
-449
-88% -$67.2K 0.01% 349
2018
Q1 		$83K Sell
509
-484
-49% -$83.2K 0.07% 194
2017
Q4 		$175K Buy
+993
New +$170K 0.14% 134

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

One Wealth Advisors's CMI Position: Q1 2026 in Review

One Wealth Advisors held its Cummins (CMI) position steady in Q1 2026 at 493 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #261.

One Wealth Advisors first reported a position in CMI in Q4 2017 and has held it in 8 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • One Wealth Advisors held 493 shares of Cummins worth $265K as of Q1 2026.
  • One Wealth Advisors left its Cummins share count unchanged in Q1 2026.
  • Cummins made up 0.03% of One Wealth Advisors's portfolio in Q1 2026, its #261 holding.
  • One Wealth Advisors first reported a position in Cummins in Q4 2017 and has held it in 8 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

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