Perigon Wealth Management
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Perigon Wealth Management’s Cummins CMI Stock Holding History

Perigon 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
Q3 		$3.75M Buy
7,249
+412
+6% +$249K 0.06% 274
2026
Q2 		$4.88M Buy
6,837
+174
+3% +$115K 0.08% 236
2026
Q1 		$3.59M Buy
6,663
+346
+5% +$196K 0.07% 267
2025
Q4 		$3.22M Sell
6,317
-307
-5% -$143K 0.06% 272
2025
Q3 		$2.8M Buy
6,624
+521
+9% +$200K 0.06% 284
2025
Q2 		$2M Sell
6,103
-485
-7% -$150K 0.05% 331
2025
Q1 		$2.06M Buy
6,588
+42
+0.6% +$14.8K 0.05% 298
2024
Q4 		$2.4M Buy
6,546
+5,564
+567% +$1.95M 0.06% 279
2024
Q3 		$318K Buy
982
+13
+1% +$3.85K 0.01% 768
2024
Q2 		$268K Buy
969
+40
+4% +$11.4K 0.01% 730
2024
Q1 		$274K Sell
929
-452
-33% -$116K 0.01% 710
2023
Q4 		$331K Buy
+1,381
New +$314K 0.01% 622
2021
Q1 		– Sell
-161
Closed -$37K – 594
2020
Q4 		$37K Buy
+161
New +$36.2K ﹤0.01% 837
2018
Q2 		– Sell
-804
Closed -$130K – 303
2018
Q1 		$130K Buy
804
+345
+75% +$59.3K 0.05% 210
2017
Q4 		$81K Sell
459
-72
-14% -$12.3K 0.03% 231
2017
Q3 		$89K Buy
+531
New +$85.9K 0.03% 266

Other funds holding CMI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Perigon Wealth Management's CMI Position: Q3 2026 in Review

Perigon Wealth Management increased its Cummins (CMI) stake by 6% in Q3 2026, buying an estimated $249K and bringing the position to 7,249 shares worth $3.75M. The position accounts for 0.06% of the portfolio, ranked #274.

Perigon Wealth Management first reported a position in CMI in Q3 2017 and has held it in 16 quarters since. The position peaked at $4.88M in Q2 2026. 1,300 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Perigon Wealth Management held 7,249 shares of Cummins worth $3.75M as of Q3 2026.
  • Perigon Wealth Management bought 412 Cummins shares in Q3 2026, an estimated $249K.
  • Cummins made up 0.06% of Perigon Wealth Management's portfolio in Q3 2026, its #274 holding.
  • Perigon Wealth Management first reported a position in Cummins in Q3 2017 and has held it in 16 quarters since.
  • Perigon Wealth Management's Cummins position peaked at $4.88M in Q2 2026.
  • 1,300 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.