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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
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 $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

Premier Path Wealth Partners's CMI Position: Q1 2026 in Review

Premier Path Wealth Partners increased its Cummins (CMI) stake by 16% in Q1 2026, buying an estimated $146K and bringing the position to 1,857 shares worth $999K. The position accounts for 0.13% of the portfolio, ranked #159.

Premier Path Wealth Partners first reported a position in CMI in Q4 2023 and has held it in 9 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Premier Path Wealth Partners held 1,857 shares of Cummins worth $999K as of Q1 2026.
  • Premier Path Wealth Partners bought 258 Cummins shares in Q1 2026, an estimated $146K.
  • Cummins made up 0.13% of Premier Path Wealth Partners's portfolio in Q1 2026, its #159 holding.
  • Premier Path Wealth Partners first reported a position in Cummins in Q4 2023 and has held it in 9 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.