RWA
CMI icon

River Wealth Advisors’s Cummins CMI Stock Holding History

River Wealth Advisors’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 		$315K Sell
585
-81
-12% -$45.8K 0.04% 175
2025
Q4 		$340K Hold
666
– – 0.04% 172
2025
Q3 		$281K Hold
666
– – 0.03% 183
2025
Q2 		$218K Sell
666
-60
-8% -$18.6K 0.03% 196
2025
Q1 		$228K Sell
726
-43
-6% -$15.1K 0.03% 191
2024
Q4 		$268K Hold
769
– – 0.04% 187
2024
Q3 		$249K Buy
769
+8
+1% +$2.37K 0.03% 191
2024
Q2 		$211K Hold
761
– – 0.03% 187
2024
Q1 		$224K Buy
+761
New +$196K 0.03% 191
2023
Q3 		– Sell
-862
Closed -$211K – 202
2023
Q2 		$211K Sell
862
-3
-0.3% -$679 0.04% 205
2023
Q1 		$207K Sell
865
-987
-53% -$241K 0.04% 200
2022
Q4 		$449K Sell
1,852
-75
-4% -$17.8K 0.09% 154
2022
Q3 		$392K Sell
1,927
-199
-9% -$42.3K 0.08% 151
2022
Q2 		$411K Hold
2,126
– – 0.08% 160
2022
Q1 		$436K Sell
2,126
-3
-0.1% -$649 0.07% 160
2021
Q4 		$464K Buy
2,129
+104
+5% +$23.7K 0.07% 157
2021
Q3 		$455K Hold
2,025
– – 0.08% 156
2021
Q2 		$494K Buy
2,025
+46
+2% +$11.8K 0.09% 148
2021
Q1 		$513K Sell
1,979
-140
-7% -$35K 0.1% 147
2020
Q4 		$481K Sell
2,119
-10
-0.5% -$2.25K 0.1% 143
2020
Q3 		$450K Sell
2,129
-225
-10% -$44.8K 0.12% 136
2020
Q2 		$408K Sell
2,354
-149
-6% -$23.8K 0.12% 132
2020
Q1 		$339K Buy
2,503
+50
+2% +$7.8K 0.14% 124
2019
Q4 		$439K Sell
2,453
-8
-0.3% -$1.41K 0.15% 124
2019
Q3 		$400K Hold
2,461
– – 0.15% 123
2019
Q2 		$422K Sell
2,461
-64
-3% -$10.5K 0.16% 117
2019
Q1 		$399K Sell
2,525
-119
-5% -$17.9K 0.17% 120
2018
Q4 		$353K Buy
2,644
+30
+1% +$4.24K 0.16% 122
2018
Q3 		$382K Sell
2,614
-115
-4% -$16.2K 0.14% 128
2018
Q2 		$363K Sell
2,729
-134
-5% -$20.1K 0.14% 129
2018
Q1 		$464K Buy
2,863
+610
+27% +$105K 0.2% 118
2017
Q4 		$398K Sell
2,253
-125
-5% -$21.4K 0.17% 126
2017
Q3 		$400K Sell
2,378
-239
-9% -$38.7K 0.18% 126
2017
Q2 		$425K Sell
2,617
-135
-5% -$20.9K 0.2% 120
2017
Q1 		$416K Sell
2,752
-75
-3% -$11.1K 0.2% 119
2016
Q4 		$386K Sell
2,827
-25
-0.9% -$3.35K 0.2% 121
2016
Q3 		$365K Sell
2,852
-959
-25% -$116K 0.2% 122
2016
Q2 		$429K Sell
3,811
-146
-4% -$16.5K 0.25% 112
2016
Q1 		$435K Sell
3,957
-360
-8% -$34.8K 0.26% 108
2015
Q4 		$380K Sell
4,317
-807
-16% -$80.6K 0.24% 111
2015
Q3 		$556K Buy
5,124
+432
+9% +$53.4K 0.38% 88
2015
Q2 		$616K Sell
4,692
-116
-2% -$16K 0.39% 86
2015
Q1 		$667K Buy
+4,808
New +$678K 0.41% 82

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

River Wealth Advisors's CMI Position: Q1 2026 in Review

River Wealth Advisors reduced its Cummins (CMI) stake by 12% in Q1 2026, selling an estimated $45.8K and leaving 585 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #175.

River Wealth Advisors first reported a position in CMI in Q1 2015 and has held it in 43 quarters since. The position peaked at $667K in Q1 2015. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • River Wealth Advisors held 585 shares of Cummins worth $315K as of Q1 2026.
  • River Wealth Advisors sold 81 Cummins shares in Q1 2026, an estimated $45.8K.
  • Cummins made up 0.04% of River Wealth Advisors's portfolio in Q1 2026, its #175 holding.
  • River Wealth Advisors first reported a position in Cummins in Q1 2015 and has held it in 43 quarters since.
  • River Wealth Advisors's Cummins position peaked at $667K in Q1 2015.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.