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Smith Salley Wealth Management’s Cummins CMI Stock Holding History

Smith Salley 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 		$12.1M Buy
22,489
+721
+3% +$408K 0.61% 47
2025
Q4 		$11.1M Buy
21,768
+20,299
+1,382% +$9.49M 0.55% 49
2025
Q3 		$620K Sell
1,469
-1
-0.1% -$383 0.03% 174
2025
Q2 		$481K Sell
1,470
-78
-5% -$24.1K 0.03% 174
2025
Q1 		$485K Buy
1,548
+78
+5% +$27.5K 0.03% 172
2024
Q4 		$512K Sell
1,470
-148
-9% -$52K 0.03% 170
2024
Q3 		$524K Buy
1,618
+83
+5% +$24.6K 0.03% 172
2024
Q2 		$425K Buy
1,535
+131
+9% +$37.4K 0.03% 176
2024
Q1 		$414K Sell
1,404
-11
-0.8% -$2.83K 0.03% 178
2023
Q4 		$339K Buy
+1,415
New +$322K 0.02% 203
2016
Q2 		– Sell
-15,466
Closed -$1.7M – 162
2016
Q1 		$1.7M Buy
15,466
+162
+1% +$15.7K 0.43% 69
2015
Q4 		$1.35M Buy
+15,304
New +$1.53M 0.34% 84
2015
Q1 		– Sell
-1,417
Closed -$204K – 167
2014
Q4 		$204K Buy
+1,417
New +$200K 0.05% 164
2014
Q3 		– Sell
-1,373
Closed -$212K – 178
2014
Q2 		$212K Hold
1,373
– – 0.06% 175
2014
Q1 		$205K Buy
+1,373
New +$191K 0.13% 108
2013
Q3 		– Sell
-3,006
Closed -$326K – 89
2013
Q2 		$326K Buy
+3,006
New +$341K 0.26% 65

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

Smith Salley Wealth Management's CMI Position: Q1 2026 in Review

Smith Salley Wealth Management increased its Cummins (CMI) stake by 3.3% in Q1 2026, buying an estimated $408K and bringing the position to 22,489 shares worth $12.1M. The position accounts for 0.61% of the portfolio, ranked #47.

Smith Salley Wealth Management first reported a position in CMI in Q2 2013 and has held it in 16 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Smith Salley Wealth Management held 22,489 shares of Cummins worth $12.1M as of Q1 2026.
  • Smith Salley Wealth Management bought 721 Cummins shares in Q1 2026, an estimated $408K.
  • Cummins made up 0.61% of Smith Salley Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Smith Salley Wealth Management first reported a position in Cummins in Q2 2013 and has held it in 16 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.