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Pinnacle Wealth Planning Services’s Cummins CMI Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$594K Sell
1,104
-33
-3% -$18.7K 0.06% 186
2025
Q4 		$580K Buy
1,137
+88
+8% +$41.1K 0.06% 184
2025
Q3 		$443K Sell
1,049
-14
-1% -$5.37K 0.05% 239
2025
Q2 		$348K Sell
1,063
-110
-9% -$34.1K 0.05% 261
2025
Q1 		$368K Buy
1,173
+587
+100% +$207K 0.06% 220
2024
Q4 		$204K Sell
586
-447
-43% -$157K 0.03% 354
2024
Q3 		$335K Hold
1,033
– – 0.05% 272
2024
Q2 		$286K Buy
1,033
+50
+5% +$14.3K 0.04% 301
2024
Q1 		$290K Sell
983
-2
-0.2% -$515 0.04% 306
2023
Q4 		$236K Sell
985
-3
-0.3% -$682 0.04% 342
2023
Q3 		$226K Hold
988
– – 0.04% 330
2023
Q2 		$242K Hold
988
– – 0.04% 315
2023
Q1 		$236K Sell
988
-3
-0.3% -$732 0.04% 330
2022
Q4 		$240K Sell
991
-5
-0.5% -$1.19K 0.04% 311
2022
Q3 		$203K Buy
+996
New +$212K 0.04% 332
2021
Q1 		– Sell
-524
Closed -$119K – 667
2020
Q4 		$119K Buy
+524
New +$118K 0.03% 404

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

Pinnacle Wealth Planning Services's CMI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Cummins (CMI) stake by 2.9% in Q1 2026, selling an estimated $18.7K and leaving 1,104 shares worth $594K. The position accounts for 0.06% of the portfolio, ranked #186.

Pinnacle Wealth Planning Services first reported a position in CMI in Q4 2020 and has held it in 16 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,104 shares of Cummins worth $594K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 33 Cummins shares in Q1 2026, an estimated $18.7K.
  • Cummins made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #186 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cummins in Q4 2020 and has held it in 16 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.