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Peloton Wealth Strategists’s Cummins CMI Stock Holding History

Peloton Wealth Strategists’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 		$5.72M Sell
10,638
-775
-7% -$439K 2.31% 12
2025
Q4 		$5.83M Sell
11,413
-637
-5% -$298K 2.26% 14
2025
Q3 		$5.09M Sell
12,050
-210
-2% -$80.5K 2% 16
2025
Q2 		$4.01M Hold
12,260
– – 1.61% 20
2025
Q1 		$3.84M Sell
12,260
-518
-4% -$182K 1.61% 22
2024
Q4 		$4.45M Sell
12,778
-252
-2% -$88.5K 1.8% 18
2024
Q3 		$4.22M Sell
13,030
-635
-5% -$188K 1.68% 21
2024
Q2 		$3.78M Buy
13,665
+20
+0.1% +$5.72K 1.56% 25
2024
Q1 		$4.02M Buy
13,645
+75
+0.6% +$19.3K 1.63% 24
2023
Q4 		$3.25M Sell
13,570
-555
-4% -$126K 1.41% 30
2023
Q3 		$3.23M Buy
14,125
+50
+0.4% +$12.1K 1.49% 29
2023
Q2 		$3.45M Sell
14,075
-100
-0.7% -$22.6K 1.53% 28
2023
Q1 		$3.39M Sell
14,175
-150
-1% -$36.6K 1.55% 27
2022
Q4 		$3.47M Sell
14,325
-26
-0.2% -$6.18K 1.67% 23
2022
Q3 		$2.92M Hold
14,351
– – 1.52% 25
2022
Q2 		$2.78M Sell
14,351
-300
-2% -$60K 1.35% 31
2022
Q1 		$3M Buy
14,651
+250
+2% +$54.1K 1.26% 33
2021
Q4 		$3.14M Sell
14,401
-690
-5% -$157K 1.26% 36
2021
Q3 		$3.39M Sell
15,091
-100
-0.7% -$23.4K 1.39% 30
2021
Q2 		$3.7M Buy
15,191
+520
+4% +$133K 1.53% 29
2021
Q1 		$3.8M Buy
14,671
+40
+0.3% +$9.99K 1.79% 24
2020
Q4 		$3.32M Buy
14,631
+131
+0.9% +$29.4K 1.65% 26
2020
Q3 		$3.06M Buy
14,500
+225
+2% +$44.8K 1.72% 25
2020
Q2 		$2.47M Sell
14,275
-75
-0.5% -$12K 1.56% 30
2020
Q1 		$1.94M Sell
14,350
-1,600
-10% -$249K 1.58% 30
2019
Q4 		$2.85M Sell
15,950
-700
-4% -$123K 1.73% 25
2019
Q3 		$2.71M Sell
16,650
-200
-1% -$32K 1.73% 25
2019
Q2 		$2.89M Sell
16,850
-175
-1% -$28.6K 1.93% 19
2019
Q1 		$2.69M Sell
17,025
-250
-1% -$37.5K 1.86% 23
2018
Q4 		$2.31M Sell
17,275
-462
-3% -$65.2K 1.88% 23
2018
Q3 		$2.59M Sell
17,737
-1,000
-5% -$141K 1.78% 25
2018
Q2 		$2.49M Sell
18,737
-800
-4% -$120K 1.8% 27
2018
Q1 		$3.17M Sell
19,537
-190
-1% -$32.7K 2.38% 11
2017
Q4 		$3.48M Sell
19,727
-5,113
-21% -$874K 2.59% 7
2017
Q3 		$4.17M Sell
24,840
-6,400
-20% -$1.04M 3.22% 3
2017
Q2 		$5.07M Sell
31,240
-1,600
-5% -$248K 3.93% 2
2017
Q1 		$4.96M Sell
32,840
-3,710
-10% -$549K 4.09% 2
2016
Q4 		$5M Hold
36,550
– – 4.08% 2
2016
Q3 		$4.68M Buy
+36,550
New +$4.44M 3.89% 2
2016
Q1 		$4.09M Buy
37,200
+19,550
+111% +$1.89M 3.46% 2
2015
Q4 		$1.55M Buy
17,650
+1,100
+7% +$110K 1.34% 35
2015
Q3 		$1.8M Hold
16,550
– – 1.57% 25
2015
Q2 		$2.17M Buy
16,550
+100
+0.6% +$13.8K 1.73% 21
2015
Q1 		$2.28M Buy
16,450
+700
+4% +$98.7K 1.77% 20
2014
Q4 		$2.27M Hold
15,750
– – 1.73% 23
2014
Q3 		$2.08M Sell
15,750
-20,550
-57% -$2.96M 1.64% 25
2014
Q2 		$4.08M Buy
36,300
+20,800
+134% +$3.15M 3.59% 2
2014
Q1 		$2.31M Sell
15,500
-300
-2% -$41.7K 1.9% 18
2013
Q4 		$2.23M Sell
15,800
-1,100
-7% -$146K 1.8% 22
2013
Q3 		$2.25M Sell
16,900
-100
-0.6% -$12.3K 1.88% 21
2013
Q2 		$1.84M Buy
+17,000
New +$1.93M 1.66% 26

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

Peloton Wealth Strategists's CMI Position: Q1 2026 in Review

Peloton Wealth Strategists reduced its Cummins (CMI) stake by 6.8% in Q1 2026, selling an estimated $439K and leaving 10,638 shares worth $5.72M. The position accounts for 2.31% of the portfolio, ranked #12.

Peloton Wealth Strategists first reported a position in CMI in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.83M in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Peloton Wealth Strategists held 10,638 shares of Cummins worth $5.72M as of Q1 2026.
  • Peloton Wealth Strategists sold 775 Cummins shares in Q1 2026, an estimated $439K.
  • Cummins made up 2.31% of Peloton Wealth Strategists's portfolio in Q1 2026, its #12 holding.
  • Peloton Wealth Strategists first reported a position in Cummins in Q2 2013 and has held it in 51 quarters since.
  • Peloton Wealth Strategists's Cummins position peaked at $5.83M in Q4 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.