Perfromance Wealth Partners’s Cummins CMI Stock Holding History

Perfromance Wealth Partners’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	$597K	Buy	1,109 +50	+5%	+$28.3K	0.02%	111
2025 Q4	$541K	Buy	1,059 +9	+0.9%	+$4.21K	0.01%	118
2025 Q3	$443K	Hold	1,050	–	–	0.01%	131
2025 Q2	$344K	Hold	1,050	–	–	0.01%	143
2025 Q1	$329K	Sell	1,050 -6	-0.6%	-$2.11K	0.01%	126
2024 Q4	$368K	Hold	1,056	–	–	0.01%	121
2024 Q3	$342K	Buy	1,056 +6	+0.6%	+$1.78K	0.01%	129
2024 Q2	$291K	Hold	1,050	–	–	0.01%	128
2024 Q1	$309K	Hold	1,050	–	–	0.01%	126
2023 Q4	$252K	Hold	1,050	–	–	0.01%	143
2023 Q3	$240K	Hold	1,050	–	–	0.01%	147
2023 Q2	$255K	Hold	1,050	–	–	0.01%	155
2023 Q1	$251K	Hold	1,050	–	–	0.01%	160
2022 Q4	$254K	Hold	1,050	–	–	0.02%	137
2022 Q3	$214K	Hold	1,050	–	–	0.01%	150
2022 Q2	$203K	Sell	1,050 -110	-9%	-$22K	0.01%	161
2022 Q1	$238K	Sell	1,160 -3	-0.3%	-$649	0.01%	155
2021 Q4	$254K	Buy	+1,163	New	+$265K	0.01%	154

Other funds holding CMI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Perfromance Wealth Partners's CMI Position: Q1 2026 in Review

Perfromance Wealth Partners increased its Cummins (CMI) stake by 4.7% in Q1 2026, buying an estimated $28.3K and bringing the position to 1,109 shares worth $597K. The position accounts for 0.02% of the portfolio, ranked #111.

Perfromance Wealth Partners first reported a position in CMI in Q4 2021 and has held it in 18 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Perfromance Wealth Partners held 1,109 shares of Cummins worth $597K as of Q1 2026.
Perfromance Wealth Partners bought 50 Cummins shares in Q1 2026, an estimated $28.3K.
Cummins made up 0.02% of Perfromance Wealth Partners's portfolio in Q1 2026, its #111 holding.
Perfromance Wealth Partners first reported a position in Cummins in Q4 2021 and has held it in 18 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.