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RWA Wealth Partners’s Cummins CMI Stock Holding History

RWA Wealth Partners’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 		$2.42M Hold
3,394
– – 0.02% 251
2026
Q1 		$1.83M Buy
3,394
+757
+29% +$428K 0.02% 271
2025
Q4 		$1.35M Buy
2,637
+451
+21% +$211K 0.01% 313
2025
Q3 		$923K Hold
2,186
– – 0.01% 357
2025
Q2 		$716K Hold
2,186
– – 0.01% 374
2025
Q1 		$685K Sell
2,186
-87
-4% -$30.6K 0.01% 369
2024
Q4 		$792K Sell
2,273
-70
-3% -$24.6K 0.01% 359
2024
Q3 		$759K Sell
2,343
-96
-4% -$28.4K 0.01% 355
2024
Q2 		$675K Buy
2,439
+49
+2% +$14K 0.01% 355
2024
Q1 		$704K Sell
2,390
-21
-0.9% -$5.41K 0.01% 350
2023
Q4 		$578K Buy
+2,411
New +$548K 0.01% 365
2018
Q3 		– Sell
-329
Closed -$44K – 320
2018
Q2 		$44K Hold
329
– – ﹤0.01% 430
2018
Q1 		$53K Buy
+329
New +$56.5K 0.01% 327

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 $3.37T AUM 44.26% 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

RWA Wealth Partners's CMI Position: Q2 2026 in Review

RWA Wealth Partners held its Cummins (CMI) position steady in Q2 2026 at 3,394 shares worth $2.42M. The position accounts for 0.02% of the portfolio, ranked #251.

RWA Wealth Partners first reported a position in CMI in Q1 2018 and has held it in 13 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • RWA Wealth Partners held 3,394 shares of Cummins worth $2.42M as of Q2 2026.
  • RWA Wealth Partners left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.02% of RWA Wealth Partners's portfolio in Q2 2026, its #251 holding.
  • RWA Wealth Partners first reported a position in Cummins in Q1 2018 and has held it in 13 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.