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OneAscent Wealth Management’s Cummins CMI Stock Holding History

OneAscent Wealth Management’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 		$254K Buy
473
+11
+2% +$6.22K 0.08% 132
2025
Q4 		$236K Buy
+462
New +$216K 0.08% 142

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

OneAscent Wealth Management's CMI Position: Q1 2026 in Review

OneAscent Wealth Management increased its Cummins (CMI) stake by 2.4% in Q1 2026, buying an estimated $6.22K and bringing the position to 473 shares worth $254K. The position accounts for 0.08% of the portfolio, ranked #132.

OneAscent Wealth Management first reported a position in CMI in Q4 2025 and has held it in 2 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • OneAscent Wealth Management held 473 shares of Cummins worth $254K as of Q1 2026.
  • OneAscent Wealth Management bought 11 Cummins shares in Q1 2026, an estimated $6.22K.
  • Cummins made up 0.08% of OneAscent Wealth Management's portfolio in Q1 2026, its #132 holding.
  • OneAscent Wealth Management first reported a position in Cummins in Q4 2025 and has held it in 2 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

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