Precedent Wealth Partners’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.45M Buy
2,039
+116
+6% +$76.4K 0.24% 104
2026
Q1
$1.03M Buy
1,923
+38
+2% +$21.5K 0.21% 109
2025
Q4
$962K Hold
1,885
0.2% 110
2025
Q3
$796K Sell
1,885
-245
-12% -$93.9K 0.18% 115
2025
Q2
$698K Sell
2,130
-3,211
-60% -$994K 0.17% 116
2025
Q1
$1.67M Buy
5,341
+666
+14% +$235K 0.46% 61
2024
Q4
$1.63M Buy
4,675
+136
+3% +$47.8K 0.53% 48
2024
Q3
$1.47M Buy
4,539
+415
+10% +$123K 0.48% 55
2024
Q2
$1.14M Buy
4,124
+223
+6% +$63.7K 0.46% 58
2024
Q1
$1.15M Buy
3,901
+426
+12% +$110K 0.49% 46
2023
Q4
$832K Buy
+3,475
New +$790K 0.42% 63

Other funds holding CMI

Precedent Wealth Partners's CMI Position: Q2 2026 in Review

Precedent Wealth Partners increased its Cummins (CMI) stake by 6% in Q2 2026, buying an estimated $76.4K and bringing the position to 2,039 shares worth $1.45M. The position accounts for 0.24% of the portfolio, ranked #104.

Precedent Wealth Partners first reported a position in CMI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.67M in Q1 2025. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Precedent Wealth Partners held 2,039 shares of Cummins worth $1.45M as of Q2 2026.
  • Precedent Wealth Partners bought 116 Cummins shares in Q2 2026, an estimated $76.4K.
  • Cummins made up 0.24% of Precedent Wealth Partners's portfolio in Q2 2026, its #104 holding.
  • Precedent Wealth Partners first reported a position in Cummins in Q4 2023 and has held it in 11 quarters since.
  • Precedent Wealth Partners's Cummins position peaked at $1.67M in Q1 2025.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.