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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
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 $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

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

Rialto Wealth Management increased its Cummins (CMI) stake by 1.9% in Q1 2026, buying an estimated $566 and bringing the position to 53 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #338.

Rialto Wealth Management first reported a position in CMI in Q4 2024 and has held it in 6 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Rialto Wealth Management held 53 shares of Cummins worth $28.5K as of Q1 2026.
  • Rialto Wealth Management bought 1 Cummins share in Q1 2026, an estimated $566.
  • Cummins made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #338 holding.
  • Rialto Wealth Management first reported a position in Cummins in Q4 2024 and has held it in 6 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.