SHP Wealth Management’s Cummins CMI Stock Holding History

SHP 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	$101K	Buy	187 +19	+11%	+$10.8K	0.01%	384
2025 Q4	$85.9K	Buy	+168	New	+$78.5K	0.01%	378

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $336B AUM 34.66% 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

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

SHP Wealth Management increased its Cummins (CMI) stake by 11% in Q1 2026, buying an estimated $10.8K and bringing the position to 187 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #384.

SHP Wealth Management first reported a position in CMI in Q4 2025 and has held it in 2 quarters since. 1,960 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

SHP Wealth Management held 187 shares of Cummins worth $101K as of Q1 2026.
SHP Wealth Management bought 19 Cummins shares in Q1 2026, an estimated $10.8K.
Cummins made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #384 holding.
SHP Wealth Management first reported a position in Cummins in Q4 2025 and has held it in 2 quarters since.
1,960 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.