Prestige Wealth Management Group’s Cummins CMI Stock Holding History

Prestige Wealth Management 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	$572K	Buy	802 +784	+4,356%	+$517K	0.1%	100
2026 Q1	$9.69K	Hold	18	–	–	﹤0.01%	432
2025 Q4	$9.19K	Hold	18	–	–	﹤0.01%	462
2025 Q3	$7.6K	Hold	18	–	–	﹤0.01%	501
2025 Q2	$5.89K	Hold	18	–	–	﹤0.01%	528
2025 Q1	$5.64K	Hold	18	–	–	﹤0.01%	542
2024 Q4	$6.28K	Hold	18	–	–	﹤0.01%	553
2024 Q3	$5.83K	Hold	18	–	–	﹤0.01%	578
2024 Q2	$4.99K	Hold	18	–	–	﹤0.01%	545
2024 Q1	$5.3K	Hold	18	–	–	﹤0.01%	554
2023 Q4	$4.31K	Hold	18	–	–	﹤0.01%	613
2023 Q3	$4.11K	Hold	18	–	–	﹤0.01%	614
2023 Q2	$4.41K	Hold	18	–	–	﹤0.01%	620
2023 Q1	$4.3K	Buy	18 +3	+20%	+$732	﹤0.01%	609
2022 Q4	$3.63K	Hold	15	–	–	﹤0.01%	698
2022 Q3	$3K	Hold	15	–	–	﹤0.01%	648
2022 Q2	$3K	Sell	15 -3	-17%	-$600	﹤0.01%	675
2022 Q1	$4K	Sell	18 -20	-53%	-$4.33K	﹤0.01%	656
2021 Q4	$8K	Hold	38	–	–	﹤0.01%	517
2021 Q3	$9K	Hold	38	–	–	﹤0.01%	500
2021 Q2	$9K	Hold	38	–	–	﹤0.01%	490
2021 Q1	$10K	Hold	38	–	–	﹤0.01%	479
2020 Q4	$9K	Buy	38 +23	+153%	+$5.17K	﹤0.01%	467
2020 Q3	$3K	Hold	15	–	–	﹤0.01%	612
2020 Q2	$3K	Hold	15	–	–	﹤0.01%	593
2020 Q1	$2K	Buy	+15	New	+$2.34K	﹤0.01%	616
2019 Q1	–	Sell	-19	Closed	-$3K	–	618
2018 Q4	$3K	Buy	+19	New	+$2.68K	﹤0.01%	704

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Prestige Wealth Management Group's CMI Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Cummins (CMI) stake by 4,356% in Q2 2026, buying an estimated $517K and bringing the position to 802 shares worth $572K. The position accounts for 0.1% of the portfolio, ranked #100.

Prestige Wealth Management Group first reported a position in CMI in Q4 2018 and has held it in 27 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Prestige Wealth Management Group held 802 shares of Cummins worth $572K as of Q2 2026.
Prestige Wealth Management Group bought 784 Cummins shares in Q2 2026, an estimated $517K.
Cummins made up 0.1% of Prestige Wealth Management Group's portfolio in Q2 2026, its #100 holding.
Prestige Wealth Management Group first reported a position in Cummins in Q4 2018 and has held it in 27 quarters since.
2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.