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Seven Springs Wealth Group’s Cummins CMI Stock Holding History

Seven Springs 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 		$727K Hold
1,351
– – 0.17% 41
2025
Q4 		$690K Sell
1,351
-16
-1% -$7.48K 0.2% 39
2025
Q3 		$577K Buy
1,367
+16
+1% +$6.13K 0.14% 46
2025
Q2 		$442K Hold
1,351
– – 0.11% 53
2025
Q1 		$423K Hold
1,351
– – 0.15% 53
2024
Q4 		$471K Hold
1,351
– – 0.18% 47
2024
Q3 		$437K Hold
1,351
– – 0.16% 48
2024
Q2 		$374K Sell
1,351
-2
-0.1% -$572 0.15% 49
2024
Q1 		$399K Buy
1,353
+2
+0.1% +$515 0.15% 48
2023
Q4 		$324K Hold
1,351
– – 0.15% 46
2023
Q3 		$309K Hold
1,351
– – 0.15% 46
2023
Q2 		$331K Hold
1,351
– – 0.16% 46
2023
Q1 		$323K Hold
1,351
– – 0.16% 46
2022
Q4 		$327K Sell
1,351
-282
-17% -$67.1K 0.16% 45
2022
Q3 		$332K Buy
1,633
+54
+3% +$11.5K 0.18% 44
2022
Q2 		$306K Hold
1,579
– – 0.15% 54
2022
Q1 		$324K Hold
1,579
– – 0.15% 55
2021
Q4 		$344K Hold
1,579
– – 0.16% 52
2021
Q3 		$355K Hold
1,579
– – 0.17% 49
2021
Q2 		$385K Sell
1,579
-134
-8% -$34.3K 0.17% 51
2021
Q1 		$444K Hold
1,713
– – 0.21% 39
2020
Q4 		$389K Sell
1,713
-120
-7% -$26.9K 0.2% 39
2020
Q3 		$387K Sell
1,833
-167
-8% -$33.3K 0.24% 39
2020
Q2 		$347K Hold
2,000
– – 0.22% 33
2020
Q1 		$271K Hold
2,000
– – 0.19% 37
2019
Q4 		$358K Buy
+2,000
New +$352K 0.24% 38

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

Seven Springs Wealth Group's CMI Position: Q1 2026 in Review

Seven Springs Wealth Group held its Cummins (CMI) position steady in Q1 2026 at 1,351 shares worth $727K. The position accounts for 0.17% of the portfolio, ranked #41.

Seven Springs Wealth Group first reported a position in CMI in Q4 2019 and has held it in 26 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Seven Springs Wealth Group held 1,351 shares of Cummins worth $727K as of Q1 2026.
  • Seven Springs Wealth Group left its Cummins share count unchanged in Q1 2026.
  • Cummins made up 0.17% of Seven Springs Wealth Group's portfolio in Q1 2026, its #41 holding.
  • Seven Springs Wealth Group first reported a position in Cummins in Q4 2019 and has held it in 26 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Seven Springs Wealth Group's 13F filing for Q1 2026, filed 14 May 2026.