Peterson Wealth Services
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Peterson Wealth Services’s Cummins CMI Stock Holding History

Peterson Wealth Services’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 		$1.88M Buy
3,640
+90
+3% +$54.3K 0.4% 54
2026
Q2 		$2.53M Buy
3,550
+15
+0.4% +$9.9K 0.55% 48
2026
Q1 		$1.9M Buy
3,535
+105
+3% +$59.4K 0.47% 50
2025
Q4 		$1.75M Buy
3,430
+2,329
+212% +$1.09M 0.45% 50
2025
Q3 		$1.44M Sell
1,101
-2,302
-68% -$883K 0.36% 53
2025
Q2 		$1.11M Buy
3,403
+141
+4% +$43.6K 0.31% 54
2025
Q1 		$1.02M Buy
+3,262
New +$1.15M 0.32% 54

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

Peterson Wealth Services's CMI Position: Q3 2026 in Review

Peterson Wealth Services increased its Cummins (CMI) stake by 2.5% in Q3 2026, buying an estimated $54.3K and bringing the position to 3,640 shares worth $1.88M. The position accounts for 0.4% of the portfolio, ranked #54.

Peterson Wealth Services first reported a position in CMI in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.53M in Q2 2026. 1,300 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Peterson Wealth Services held 3,640 shares of Cummins worth $1.88M as of Q3 2026.
  • Peterson Wealth Services bought 90 Cummins shares in Q3 2026, an estimated $54.3K.
  • Cummins made up 0.4% of Peterson Wealth Services's portfolio in Q3 2026, its #54 holding.
  • Peterson Wealth Services first reported a position in Cummins in Q1 2025 and has held it in 7 quarters since.
  • Peterson Wealth Services's Cummins position peaked at $2.53M in Q2 2026.
  • 1,300 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.