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SIMA Wealth Partners’s Cummins CMI Stock Holding History

SIMA 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
Q2 		$64.2K Hold
90
– – 0.05% 76
2026
Q1 		$48.4K Hold
90
– – 0.04% 81
2025
Q4 		$45.9K Sell
90
-14
-13% -$6.54K 0.03% 80
2025
Q3 		$43.9K Sell
104
-127
-55% -$48.7K 0.03% 80
2025
Q2 		$75.7K Sell
231
-459
-67% -$142K 0.06% 68
2025
Q1 		$216K Hold
690
– – 0.18% 45
2024
Q4 		$241K Hold
690
– – 0.2% 45
2024
Q3 		$223K Hold
690
– – 0.19% 45
2024
Q2 		$191K Buy
+690
New +$197K 0.18% 47

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SIMA Wealth Partners's CMI Position: Q2 2026 in Review

SIMA Wealth Partners held its Cummins (CMI) position steady in Q2 2026 at 90 shares worth $64.2K. The position accounts for 0.05% of the portfolio, ranked #76.

SIMA Wealth Partners first reported a position in CMI in Q2 2024 and has held it in 9 quarters since. The position peaked at $241K in Q4 2024. 2,092 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • SIMA Wealth Partners held 90 shares of Cummins worth $64.2K as of Q2 2026.
  • SIMA Wealth Partners left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.05% of SIMA Wealth Partners's portfolio in Q2 2026, its #76 holding.
  • SIMA Wealth Partners first reported a position in Cummins in Q2 2024 and has held it in 9 quarters since.
  • SIMA Wealth Partners's Cummins position peaked at $241K in Q4 2024.
  • 2,092 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.