PWP
CMI icon

Principle Wealth Partners’s Cummins CMI Stock Holding History

Principle 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 		$8.63M Sell
16,033
-330
-2% -$187K 0.49% 45
2025
Q4 		$8.35M Buy
16,363
+31
+0.2% +$14.5K 0.47% 46
2025
Q3 		$6.9M Buy
16,332
+40
+0.2% +$15.3K 0.4% 48
2025
Q2 		$5.34M Sell
16,292
-520
-3% -$161K 0.33% 64
2025
Q1 		$5.27M Sell
16,812
-135
-0.8% -$47.6K 0.38% 63
2024
Q4 		$5.91M Sell
16,947
-330
-2% -$116K 0.41% 54
2024
Q3 		$5.59M Sell
17,277
-415
-2% -$123K 0.4% 60
2024
Q2 		$4.9M Hold
17,692
– – 0.37% 64
2024
Q1 		$5.21M Buy
17,692
+57
+0.3% +$14.7K 0.41% 62
2023
Q4 		$4.22M Hold
17,635
– – 0.36% 71
2023
Q3 		$4.03M Hold
17,635
– – 0.4% 65
2023
Q2 		$4.32M Buy
17,635
+515
+3% +$117K 0.43% 56
2023
Q1 		$4.09M Sell
17,120
-475
-3% -$116K 0.44% 56
2022
Q4 		$4.26M Sell
17,595
-560
-3% -$133K 0.48% 53
2022
Q3 		$3.69K Buy
18,155
+2,085
+13% +$444K 0.35% 53
2022
Q2 		$3.11M Buy
16,070
+3,170
+25% +$634K 0.37% 65
2022
Q1 		$2.65M Buy
12,900
+3,651
+39% +$790K 0.28% 80
2021
Q4 		$2.02M Buy
9,249
+2,081
+29% +$474K 0.21% 91
2021
Q3 		$1.61M Buy
7,168
+758
+12% +$178K 0.19% 101
2021
Q2 		$1.56M Buy
6,410
+1
+0% +$256 0.18% 103
2021
Q1 		$1.66M Buy
6,409
+629
+11% +$157K 0.19% 97
2020
Q4 		$1.31M Buy
5,780
+4,163
+257% +$935K 0.17% 107
2020
Q3 		$341K Hold
1,617
– – 0.1% 110
2020
Q2 		$280K Sell
1,617
-200
-11% -$32K 0.08% 124
2020
Q1 		$246K Hold
1,817
– – 0.09% 118
2019
Q4 		$325K Sell
1,817
-130
-7% -$22.9K 0.1% 121
2019
Q3 		$317K Buy
1,947
+67
+4% +$10.7K 0.11% 120
2019
Q2 		$322K Buy
1,880
+470
+33% +$76.9K 0.17% 101
2019
Q1 		$223K Sell
1,410
-460
-25% -$69K 0.13% 118
2018
Q4 		$251K Buy
+1,870
New +$264K 0.21% 94

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

Principle Wealth Partners's CMI Position: Q1 2026 in Review

Principle Wealth Partners reduced its Cummins (CMI) stake by 2% in Q1 2026, selling an estimated $187K and leaving 16,033 shares worth $8.63M. The position accounts for 0.49% of the portfolio, ranked #45.

Principle Wealth Partners first reported a position in CMI in Q4 2018 and has held it in 30 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Principle Wealth Partners held 16,033 shares of Cummins worth $8.63M as of Q1 2026.
  • Principle Wealth Partners sold 330 Cummins shares in Q1 2026, an estimated $187K.
  • Cummins made up 0.49% of Principle Wealth Partners's portfolio in Q1 2026, its #45 holding.
  • Principle Wealth Partners first reported a position in Cummins in Q4 2018 and has held it in 30 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.