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Premier Path Wealth Partners’s Cummins CMI Stock Holding History

Premier Path Wealth Partners’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 		$1.41M Buy
1,973
+116
+6% +$76.4K 0.16% 132
2026
Q1 		$999K Buy
1,857
+258
+16% +$146K 0.13% 159
2025
Q4 		$816K Buy
1,599
+94
+6% +$43.9K 0.11% 187
2025
Q3 		$636K Buy
1,505
+32
+2% +$12.3K 0.08% 232
2025
Q2 		$482K Buy
1,473
+111
+8% +$34.4K 0.07% 253
2025
Q1 		$427K Sell
1,362
-6
-0.4% -$2.11K 0.07% 250
2024
Q4 		$477K Buy
1,368
+75
+6% +$26.3K 0.07% 239
2024
Q3 		$419K Buy
1,293
+68
+6% +$20.1K 0.07% 253
2024
Q2 		$339K Buy
+1,225
New +$350K 0.06% 276
2024
Q1 		– Sell
-1,108
Closed -$265K – 347
2023
Q4 		$265K Buy
+1,108
New +$252K 0.06% 278

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

Premier Path Wealth Partners's CMI Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Cummins (CMI) stake by 6.2% in Q2 2026, buying an estimated $76.4K and bringing the position to 1,973 shares worth $1.41M. The position accounts for 0.16% of the portfolio, ranked #132.

Premier Path Wealth Partners first reported a position in CMI in Q4 2023 and has held it in 10 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Premier Path Wealth Partners held 1,973 shares of Cummins worth $1.41M as of Q2 2026.
  • Premier Path Wealth Partners bought 116 Cummins shares in Q2 2026, an estimated $76.4K.
  • Cummins made up 0.16% of Premier Path Wealth Partners's portfolio in Q2 2026, its #132 holding.
  • Premier Path Wealth Partners first reported a position in Cummins in Q4 2023 and has held it in 10 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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