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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sagespring Wealth Partners increased its Cummins (CMI) stake by 2.1% in Q1 2026, buying an estimated $62.3K and bringing the position to 5,291 shares worth $2.85M. The position accounts for 0.05% of the portfolio, ranked #166.

Sagespring Wealth Partners first reported a position in CMI in Q4 2024 and has held it in 6 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Sagespring Wealth Partners held 5,291 shares of Cummins worth $2.85M as of Q1 2026.
Sagespring Wealth Partners bought 110 Cummins shares in Q1 2026, an estimated $62.3K.
Cummins made up 0.05% of Sagespring Wealth Partners's portfolio in Q1 2026, its #166 holding.
Sagespring Wealth Partners first reported a position in Cummins in Q4 2024 and has held it in 6 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.