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Prosperity Consulting Group’s Cummins CMI Stock Holding History

Prosperity Consulting 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
Q1 		$575K Buy
1,069
+115
+12% +$65.1K 0.03% 338
2025
Q4 		$487K Buy
954
+46
+5% +$21.5K 0.02% 362
2025
Q3 		$384K Buy
908
+80
+10% +$30.7K 0.02% 375
2025
Q2 		$271K Buy
828
+63
+8% +$19.5K 0.02% 388
2025
Q1 		$240K Buy
+765
New +$269K 0.02% 407

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

Prosperity Consulting Group's CMI Position: Q1 2026 in Review

Prosperity Consulting Group increased its Cummins (CMI) stake by 12% in Q1 2026, buying an estimated $65.1K and bringing the position to 1,069 shares worth $575K. The position accounts for 0.03% of the portfolio, ranked #338.

Prosperity Consulting Group 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.

  • Prosperity Consulting Group held 1,069 shares of Cummins worth $575K as of Q1 2026.
  • Prosperity Consulting Group bought 115 Cummins shares in Q1 2026, an estimated $65.1K.
  • Cummins made up 0.03% of Prosperity Consulting Group's portfolio in Q1 2026, its #338 holding.
  • Prosperity Consulting Group 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 Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.