QWM
CMI icon

Quaker Wealth Management’s Cummins CMI Stock Holding History

Quaker Wealth 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
2025
Q2 		– Sell
-2
Closed -$627 – 1032
2025
Q1 		$627 Buy
+2
New +$705 ﹤0.01% 586

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

Quaker Wealth Management's CMI Position: Q1 2026 in Review

Quaker Wealth Management reduced its Cummins (CMI) stake by 58% in Q1 2026, selling an estimated $3.96K and leaving 5 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Quaker Wealth Management first reported a position in CMI in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.13K in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Quaker Wealth Management held 5 shares of Cummins worth $2.69K as of Q1 2026.
  • Quaker Wealth Management sold 7 Cummins shares in Q1 2026, an estimated $3.96K.
  • Cummins made up ﹤0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #389 holding.
  • Quaker Wealth Management first reported a position in Cummins in Q2 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's Cummins position peaked at $6.13K in Q4 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.