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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
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 $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

RWA Wealth Partners's CMI Position: Q1 2026 in Review

RWA Wealth Partners increased its Cummins (CMI) stake by 29% in Q1 2026, buying an estimated $428K and bringing the position to 3,394 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #271.

RWA Wealth Partners first reported a position in CMI in Q1 2018 and has held it in 12 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • RWA Wealth Partners held 3,394 shares of Cummins worth $1.83M as of Q1 2026.
  • RWA Wealth Partners bought 757 Cummins shares in Q1 2026, an estimated $428K.
  • Cummins made up 0.02% of RWA Wealth Partners's portfolio in Q1 2026, its #271 holding.
  • RWA Wealth Partners first reported a position in Cummins in Q1 2018 and has held it in 12 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.