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Sterling Wealth Management’s Cummins CMI Stock Holding History

Sterling 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 		$597K Hold
1,110
– – 0.16% 53
2025
Q4 		$567K Hold
1,110
– – 0.16% 55
2025
Q3 		$469K Buy
1,110
+1
+0.1% +$383 0.14% 64
2025
Q2 		$363K Buy
+1,109
New +$343K 0.12% 71
2024
Q4 		$413K Sell
1,184
-18
-1% -$6.32K 0.15% 71
2024
Q3 		$389K Buy
1,202
+18
+2% +$5.33K 0.15% 78
2024
Q2 		$328K Sell
1,184
-7
-0.6% -$2K 0.16% 77
2024
Q1 		$351K Hold
1,191
– – 0.17% 72
2023
Q4 		$285K Buy
+1,191
New +$271K 0.16% 74

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

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

Sterling Wealth Management held its Cummins (CMI) position steady in Q1 2026 at 1,110 shares worth $597K. The position accounts for 0.16% of the portfolio, ranked #53.

Sterling Wealth Management first reported a position in CMI in Q4 2023 and has held it in 9 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Sterling Wealth Management held 1,110 shares of Cummins worth $597K as of Q1 2026.
  • Sterling Wealth Management left its Cummins share count unchanged in Q1 2026.
  • Cummins made up 0.16% of Sterling Wealth Management's portfolio in Q1 2026, its #53 holding.
  • Sterling Wealth Management first reported a position in Cummins in Q4 2023 and has held it in 9 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.