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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
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
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

Sage Private Wealth Group's CMI Position: Q1 2026 in Review

Sage Private Wealth Group reduced its Cummins (CMI) stake by 20% in Q1 2026, selling an estimated $89.4K and leaving 639 shares worth $344K. The position accounts for 0.17% of the portfolio, ranked #73.

Sage Private Wealth Group first reported a position in CMI in Q2 2025 and has held it in 4 quarters since. The position peaked at $407K in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Sage Private Wealth Group held 639 shares of Cummins worth $344K as of Q1 2026.
  • Sage Private Wealth Group sold 158 Cummins shares in Q1 2026, an estimated $89.4K.
  • Cummins made up 0.17% of Sage Private Wealth Group's portfolio in Q1 2026, its #73 holding.
  • Sage Private Wealth Group first reported a position in Cummins in Q2 2025 and has held it in 4 quarters since.
  • Sage Private Wealth Group's Cummins position peaked at $407K in Q4 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.