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Sound View Wealth Advisors Group’s Cummins CMI Stock Holding History

Sound View Wealth Advisors Group’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 		$501K Sell
931
-50
-5% -$28.3K 0.03% 269
2025
Q4 		$501K Buy
981
+20
+2% +$9.35K 0.03% 269
2025
Q3 		$406K Buy
961
+1
+0.1% +$383 0.03% 297
2025
Q2 		$315K Sell
960
-117
-11% -$36.2K 0.02% 339
2025
Q1 		$338K Buy
1,077
+56
+5% +$19.7K 0.03% 315
2024
Q4 		$356K Sell
1,021
-2
-0.2% -$703 0.03% 310
2024
Q3 		$331K Buy
1,023
+6
+0.6% +$1.78K 0.03% 320
2024
Q2 		$282K Buy
1,017
+1
+0.1% +$286 0.03% 310
2024
Q1 		$299K Buy
1,016
+26
+3% +$6.7K 0.03% 306
2023
Q4 		$237K Buy
990
+1
+0.1% +$227 0.03% 345
2023
Q3 		$226K Buy
989
+3
+0.3% +$724 0.03% 334
2023
Q2 		$242K Buy
986
+32
+3% +$7.25K 0.03% 317
2023
Q1 		$228K Sell
954
-36
-4% -$8.79K 0.03% 331
2022
Q4 		$237K Buy
+990
New +$235K 0.03% 345

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

Sound View Wealth Advisors Group's CMI Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Cummins (CMI) stake by 5.1% in Q1 2026, selling an estimated $28.3K and leaving 931 shares worth $501K. The position accounts for 0.03% of the portfolio, ranked #269.

Sound View Wealth Advisors Group first reported a position in CMI in Q4 2022 and has held it in 14 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Sound View Wealth Advisors Group held 931 shares of Cummins worth $501K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 50 Cummins shares in Q1 2026, an estimated $28.3K.
  • Cummins made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #269 holding.
  • Sound View Wealth Advisors Group first reported a position in Cummins in Q4 2022 and has held it in 14 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.