SWM
CMI icon

Sendero Wealth Management’s Cummins CMI Stock Holding History

Sendero Wealth Management’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 		$397K Sell
737
-266
-27% -$151K 0.04% 168
2025
Q4 		$512K Sell
1,003
-206
-17% -$96.3K 0.06% 153
2025
Q3 		$511K Buy
1,209
+327
+37% +$125K 0.06% 144
2025
Q2 		$289K Buy
882
+136
+18% +$42.1K 0.04% 172
2025
Q1 		$234K Buy
+746
New +$263K 0.03% 171

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

Sendero Wealth Management's CMI Position: Q1 2026 in Review

Sendero Wealth Management reduced its Cummins (CMI) stake by 27% in Q1 2026, selling an estimated $151K and leaving 737 shares worth $397K. The position accounts for 0.04% of the portfolio, ranked #168.

Sendero Wealth Management first reported a position in CMI in Q1 2025 and has held it in 5 quarters since. The position peaked at $512K in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Sendero Wealth Management held 737 shares of Cummins worth $397K as of Q1 2026.
  • Sendero Wealth Management sold 266 Cummins shares in Q1 2026, an estimated $151K.
  • Cummins made up 0.04% of Sendero Wealth Management's portfolio in Q1 2026, its #168 holding.
  • Sendero Wealth Management first reported a position in Cummins in Q1 2025 and has held it in 5 quarters since.
  • Sendero Wealth Management's Cummins position peaked at $512K in Q4 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.