PWMG
CMI icon

Private Wealth Management Group’s Cummins CMI Stock Holding History

Private 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 		$101K Sell
141
-30
-18% -$19.8K 0.02% 164
2026
Q1 		$92K Buy
171
+50
+41% +$28.3K 0.02% 139
2025
Q4 		$61.8K Hold
121
– – 0.02% 170
2025
Q3 		$51.1K Hold
121
– – 0.01% 189
2025
Q2 		$39.6K Buy
121
+3
+3% +$929 0.01% 197
2025
Q1 		$37K Hold
118
– – 0.01% 202
2024
Q4 		$41.1K Hold
118
– – 0.02% 191
2024
Q3 		$38.2K Buy
118
+1
+0.9% +$296 0.02% 192
2024
Q2 		$32.4K Hold
117
– – 0.01% 203
2024
Q1 		$34.5K Buy
117
+9
+8% +$2.32K 0.02% 198
2023
Q4 		$25.9K Buy
+108
New +$24.6K 0.01% 233

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 $3.37T AUM 44.26% 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 Management Group's CMI Position: Q2 2026 in Review

Private Wealth Management Group reduced its Cummins (CMI) stake by 18% in Q2 2026, selling an estimated $19.8K and leaving 141 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #164.

Private Wealth Management Group first reported a position in CMI in Q4 2023 and has held it in 11 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Private Wealth Management Group held 141 shares of Cummins worth $101K as of Q2 2026.
  • Private Wealth Management Group sold 30 Cummins shares in Q2 2026, an estimated $19.8K.
  • Cummins made up 0.02% of Private Wealth Management Group's portfolio in Q2 2026, its #164 holding.
  • Private Wealth Management Group first reported a position in Cummins in Q4 2023 and has held it in 11 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.