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Private Wealth Asset Management’s Cummins CMI Stock Holding History

Private Wealth Asset Management’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 		$43.5K Hold
61
– – ﹤0.01% 450
2026
Q1 		$32.8K Sell
61
-1
-2% -$566 ﹤0.01% 491
2025
Q4 		$31.6K Hold
62
– – ﹤0.01% 481
2025
Q3 		$26.2K Hold
62
– – ﹤0.01% 488
2025
Q2 		$20.3K Sell
62
-6
-9% -$1.86K ﹤0.01% 537
2025
Q1 		$21.3K Buy
+68
New +$24K ﹤0.01% 509

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 $3.38T AUM 44.17% 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

Private Wealth Asset Management's CMI Position: Q2 2026 in Review

Private Wealth Asset Management held its Cummins (CMI) position steady in Q2 2026 at 61 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Private Wealth Asset Management first reported a position in CMI in Q1 2025 and has held it in 6 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Private Wealth Asset Management held 61 shares of Cummins worth $43.5K as of Q2 2026.
  • Private Wealth Asset Management left its Cummins share count unchanged in Q2 2026.
  • Cummins made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #450 holding.
  • Private Wealth Asset Management first reported a position in Cummins in Q1 2025 and has held it in 6 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.