Pinnacle Wealth Planning Services
CMI icon

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
Q3 		$668K Buy
1,294
+155
+14% +$93.5K 0.07% 181
2026
Q2 		$812K Buy
1,139
+35
+3% +$23.1K 0.08% 143
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

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
Amundi
Amundi Paris, France $496B AUM 35.36% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Pinnacle Wealth Planning Services's CMI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Cummins (CMI) stake by 14% in Q3 2026, buying an estimated $93.5K and bringing the position to 1,294 shares worth $668K. The position accounts for 0.07% of the portfolio, ranked #181.

Pinnacle Wealth Planning Services first reported a position in CMI in Q4 2020 and has held it in 18 quarters since. The position peaked at $812K in Q2 2026. 1,254 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,294 shares of Cummins worth $668K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 155 Cummins shares in Q3 2026, an estimated $93.5K.
  • Cummins made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #181 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cummins in Q4 2020 and has held it in 18 quarters since.
  • Pinnacle Wealth Planning Services's Cummins position peaked at $812K in Q2 2026.
  • 1,254 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.