RWM
CMI icon

Rialto Wealth Management’s Cummins CMI Stock Holding History

Rialto 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
2026
Q2 		$77.7K Buy
109
+56
+106% +$36.9K 0.02% 286
2026
Q1 		$28.5K Buy
53
+1
+2% +$566 0.01% 338
2025
Q4 		$26.5K Hold
52
– – 0.01% 335
2025
Q3 		$22K Buy
52
+2
+4% +$767 0.01% 347
2025
Q2 		$16.4K Buy
50
+3
+6% +$929 ﹤0.01% 375
2025
Q1 		$14.7K Buy
47
+4
+9% +$1.41K ﹤0.01% 374
2024
Q4 		$15K Buy
+43
New +$15.1K 0.01% 359

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

Rialto Wealth Management's CMI Position: Q2 2026 in Review

Rialto Wealth Management increased its Cummins (CMI) stake by 106% in Q2 2026, buying an estimated $36.9K and bringing the position to 109 shares worth $77.7K. The position accounts for 0.02% of the portfolio, ranked #286.

Rialto Wealth Management first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Rialto Wealth Management held 109 shares of Cummins worth $77.7K as of Q2 2026.
  • Rialto Wealth Management bought 56 Cummins shares in Q2 2026, an estimated $36.9K.
  • Cummins made up 0.02% of Rialto Wealth Management's portfolio in Q2 2026, its #286 holding.
  • Rialto Wealth Management first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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