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Parr McKnight Wealth Management Group’s Cummins CMI Stock Holding History

Parr McKnight Wealth Management Group’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 		$3.25M Sell
6,046
-515
-8% -$291K 0.43% 81
2025
Q4 		$3.35M Buy
6,561
+153
+2% +$71.5K 0.44% 77
2025
Q3 		$2.71M Buy
+6,408
New +$2.46M 0.36% 88

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

Parr McKnight Wealth Management Group's CMI Position: Q1 2026 in Review

Parr McKnight Wealth Management Group reduced its Cummins (CMI) stake by 7.8% in Q1 2026, selling an estimated $291K and leaving 6,046 shares worth $3.25M. The position accounts for 0.43% of the portfolio, ranked #81.

Parr McKnight Wealth Management Group first reported a position in CMI in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.35M in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Parr McKnight Wealth Management Group held 6,046 shares of Cummins worth $3.25M as of Q1 2026.
  • Parr McKnight Wealth Management Group sold 515 Cummins shares in Q1 2026, an estimated $291K.
  • Cummins made up 0.43% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #81 holding.
  • Parr McKnight Wealth Management Group first reported a position in Cummins in Q3 2025 and has held it in 3 quarters since.
  • Parr McKnight Wealth Management Group's Cummins position peaked at $3.35M in Q4 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.