SWA
CMI icon

SFMG Wealth Advisors’s Cummins CMI Stock Holding History

SFMG Wealth Advisors’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 		$650K Sell
1,208
-11
-0.9% -$6.22K 0.04% 155
2025
Q4 		$622K Sell
1,219
-20
-2% -$9.35K 0.04% 157
2025
Q3 		$523K Sell
1,239
-1
-0.1% -$383 0.04% 169
2025
Q2 		$406K Sell
1,240
-75
-6% -$23.2K 0.03% 177
2025
Q1 		$412K Buy
1,315
+377
+40% +$133K 0.03% 166
2024
Q4 		$327K Buy
+938
New +$330K 0.03% 190

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

SFMG Wealth Advisors's CMI Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Cummins (CMI) stake by 0.9% in Q1 2026, selling an estimated $6.22K and leaving 1,208 shares worth $650K. The position accounts for 0.04% of the portfolio, ranked #155.

SFMG Wealth Advisors 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.

  • SFMG Wealth Advisors held 1,208 shares of Cummins worth $650K as of Q1 2026.
  • SFMG Wealth Advisors sold 11 Cummins shares in Q1 2026, an estimated $6.22K.
  • Cummins made up 0.04% of SFMG Wealth Advisors's portfolio in Q1 2026, its #155 holding.
  • SFMG Wealth Advisors 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 SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.