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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
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 $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

Private Wealth Asset Management's CMI Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Cummins (CMI) stake by 1.6% in Q1 2026, selling an estimated $566 and leaving 61 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Private Wealth Asset Management first reported a position in CMI in Q1 2025 and has held it in 5 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Private Wealth Asset Management held 61 shares of Cummins worth $32.8K as of Q1 2026.
  • Private Wealth Asset Management sold 1 Cummins share in Q1 2026, an estimated $566.
  • Cummins made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #491 holding.
  • Private Wealth Asset Management first reported a position in Cummins in Q1 2025 and has held it in 5 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.