Sage Private Wealth Group’s Cummins CMI Stock Holding History

Sage Private Wealth Group’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	$457K	Buy	641 +2	+0.3%	+$1.32K	0.21%	61
2026 Q1	$344K	Sell	639 -158	-20%	-$89.4K	0.17%	73
2025 Q4	$407K	Buy	797 +3	+0.4%	+$1.4K	0.22%	60
2025 Q3	$335K	Sell	794 -40	-5%	-$15.3K	0.19%	76
2025 Q2	$273K	Buy	+834	New	+$258K	0.18%	74

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sage Private Wealth Group's CMI Position: Q2 2026 in Review

Sage Private Wealth Group increased its Cummins (CMI) stake by 0.31% in Q2 2026, buying an estimated $1.32K and bringing the position to 641 shares worth $457K. The position accounts for 0.21% of the portfolio, ranked #61.

Sage Private Wealth Group first reported a position in CMI in Q2 2025 and has held it in 5 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Sage Private Wealth Group held 641 shares of Cummins worth $457K as of Q2 2026.
Sage Private Wealth Group bought 2 Cummins shares in Q2 2026, an estimated $1.32K.
Cummins made up 0.21% of Sage Private Wealth Group's portfolio in Q2 2026, its #61 holding.
Sage Private Wealth Group first reported a position in Cummins in Q2 2025 and has held it in 5 quarters since.
2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.