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Sagespring Wealth Partners’s Cummins CMI Stock Holding History

Sagespring 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 		$3.91M Buy
5,488
+197
+4% +$130K 0.06% 153
2026
Q1 		$2.85M Buy
5,291
+110
+2% +$62.3K 0.05% 166
2025
Q4 		$2.64M Buy
5,181
+278
+6% +$130K 0.05% 164
2025
Q3 		$2.07M Buy
4,903
+629
+15% +$241K 0.04% 177
2025
Q2 		$1.4M Buy
4,274
+593
+16% +$184K 0.03% 220
2025
Q1 		$1.15M Buy
3,681
+2,029
+123% +$715K 0.03% 226
2024
Q4 		$576K Buy
+1,652
New +$580K 0.02% 317

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

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

Sagespring Wealth Partners increased its Cummins (CMI) stake by 3.7% in Q2 2026, buying an estimated $130K and bringing the position to 5,488 shares worth $3.91M. The position accounts for 0.06% of the portfolio, ranked #153.

Sagespring Wealth Partners first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Sagespring Wealth Partners held 5,488 shares of Cummins worth $3.91M as of Q2 2026.
  • Sagespring Wealth Partners bought 197 Cummins shares in Q2 2026, an estimated $130K.
  • Cummins made up 0.06% of Sagespring Wealth Partners's portfolio in Q2 2026, its #153 holding.
  • Sagespring Wealth Partners first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.