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Pacific Capital Wealth Advisors’s Cummins CMI Stock Holding History

Pacific Capital 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
2025
Q1 		– Sell
-152
Closed -$53K – 142
2024
Q4 		$53K Hold
152
– – 0.01% 144
2024
Q3 		$49.2K Hold
152
– – 0.01% 157
2024
Q2 		$42.1K Sell
152
-9
-6% -$2.57K 0.01% 169
2024
Q1 		$47.4K Sell
161
-2
-1% -$515 0.01% 139
2023
Q4 		$39K Buy
+163
New +$37.1K 0.01% 149

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pacific Capital Wealth Advisors's CMI Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Cummins (CMI) in Q1 2025, closing a stake of 152 shares — an estimated $53K sold.

Pacific Capital Wealth Advisors first reported a position in CMI in Q4 2023 and held it in 5 quarters. The position peaked at $53K in Q4 2024. 1,568 funds tracked by Wall St. Rank hold CMI as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Cummins position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 152 Cummins shares in Q1 2025, an estimated $53K.
  • Pacific Capital Wealth Advisors first reported a position in Cummins in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Cummins position peaked at $53K in Q4 2024.
  • 1,568 funds tracked by Wall St. Rank held Cummins as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.