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Simplicity Wealth’s Cummins CMI Stock Holding History

Simplicity Wealth’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 		$934K Sell
1,735
-287
-14% -$162K 0.05% 306
2025
Q4 		$1.03M Sell
2,022
-360
-15% -$168K 0.06% 274
2025
Q3 		$1.01M Sell
2,382
-4,410
-65% -$1.69M 0.06% 287
2025
Q2 		$2.22M Buy
6,792
+3,717
+121% +$1.15M 0.09% 203
2025
Q1 		$964K Buy
+3,075
New +$1.08M 0.07% 262
2024
Q4 		– Sell
-3,346
Closed -$1.08M – 369
2024
Q3 		$1.08M Sell
3,346
-8,086
-71% -$2.4M 0.1% 185
2024
Q2 		$3.17M Sell
11,432
-24
-0.2% -$6.86K 0.07% 258
2024
Q1 		$3.38M Buy
11,456
+9,212
+411% +$2.37M 0.08% 246
2023
Q4 		$538K Buy
+2,244
New +$510K 0.21% 87

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

Simplicity Wealth's CMI Position: Q1 2026 in Review

Simplicity Wealth reduced its Cummins (CMI) stake by 14% in Q1 2026, selling an estimated $162K and leaving 1,735 shares worth $934K. The position accounts for 0.05% of the portfolio, ranked #306.

Simplicity Wealth first reported a position in CMI in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.38M in Q1 2024. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Simplicity Wealth held 1,735 shares of Cummins worth $934K as of Q1 2026.
  • Simplicity Wealth sold 287 Cummins shares in Q1 2026, an estimated $162K.
  • Cummins made up 0.05% of Simplicity Wealth's portfolio in Q1 2026, its #306 holding.
  • Simplicity Wealth first reported a position in Cummins in Q4 2023 and has held it in 9 quarters since.
  • Simplicity Wealth's Cummins position peaked at $3.38M in Q1 2024.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.