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Portside Wealth Group’s Cummins CMI Stock Holding History

Portside Wealth Group’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
Q2 		$860K Buy
1,206
+70
+6% +$46.1K 0.1% 216
2026
Q1 		$611K Buy
1,136
+170
+18% +$96.2K 0.08% 224
2025
Q4 		$493K Buy
966
+52
+6% +$24.3K 0.07% 266
2025
Q3 		$386K Sell
914
-75
-8% -$28.8K 0.05% 311
2025
Q2 		$324K Sell
989
-89
-8% -$27.6K 0.05% 335
2025
Q1 		$338K Sell
1,078
-181
-14% -$63.8K 0.06% 300
2024
Q4 		$439K Buy
+1,259
New +$442K 0.07% 251
2024
Q3 		– Sell
-894
Closed -$248K – 396
2024
Q2 		$248K Buy
894
+101
+13% +$28.9K 0.05% 302
2024
Q1 		$234K Buy
+793
New +$204K 0.04% 322
2023
Q4 		– Sell
-1,612
Closed -$369K – 364
2023
Q3 		$369K Buy
1,612
+17
+1% +$4.11K 0.07% 226
2023
Q2 		$391K Buy
+1,595
New +$361K 0.07% 221

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Portside Wealth Group's CMI Position: Q2 2026 in Review

Portside Wealth Group increased its Cummins (CMI) stake by 6.2% in Q2 2026, buying an estimated $46.1K and bringing the position to 1,206 shares worth $860K. The position accounts for 0.1% of the portfolio, ranked #216.

Portside Wealth Group first reported a position in CMI in Q2 2023 and has held it in 11 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Portside Wealth Group held 1,206 shares of Cummins worth $860K as of Q2 2026.
  • Portside Wealth Group bought 70 Cummins shares in Q2 2026, an estimated $46.1K.
  • Cummins made up 0.1% of Portside Wealth Group's portfolio in Q2 2026, its #216 holding.
  • Portside Wealth Group first reported a position in Cummins in Q2 2023 and has held it in 11 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.