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Stone Summit Wealth’s Cummins CMI Stock Holding History

Stone Summit 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 		$4.56M Sell
8,479
-832
-9% -$471K 1.27% 23
2025
Q4 		$4.75M Sell
9,311
-455
-5% -$213K 1.29% 23
2025
Q3 		$4.12M Sell
9,766
-110
-1% -$42.2K 1.17% 26
2025
Q2 		$3.23M Buy
9,876
+207
+2% +$64.1K 1% 35
2025
Q1 		$3.03M Buy
9,669
+230
+2% +$81K 1.03% 32
2024
Q4 		$3.29M Sell
9,439
-234
-2% -$82.2K 1.1% 28
2024
Q3 		$3.13M Sell
9,673
-37
-0.4% -$11K 1.01% 34
2024
Q2 		$2.69M Buy
9,710
+515
+6% +$147K 0.96% 35
2024
Q1 		$2.71M Sell
9,195
-105
-1% -$27.1K 0.94% 37
2023
Q4 		$2.23M Sell
9,300
-50
-0.5% -$11.4K 0.85% 41
2023
Q3 		$2.14M Buy
9,350
+1,735
+23% +$419K 0.92% 37
2023
Q2 		$1.87M Sell
7,615
-91
-1% -$20.6K 0.77% 45
2023
Q1 		$1.84M Sell
7,706
-60
-0.8% -$14.6K 0.82% 43
2022
Q4 		$1.88M Buy
7,766
+580
+8% +$138K 0.92% 36
2022
Q3 		$1.46M Buy
7,186
+517
+8% +$110K 0.9% 41
2022
Q2 		$1.29M Sell
6,669
-137
-2% -$27.4K 0.77% 48
2022
Q1 		$1.36M Buy
6,806
+3,655
+116% +$790K 0.76% 43
2021
Q4 		$679K Buy
+3,151
New +$718K 0.55% 63

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

Stone Summit Wealth's CMI Position: Q1 2026 in Review

Stone Summit Wealth reduced its Cummins (CMI) stake by 8.9% in Q1 2026, selling an estimated $471K and leaving 8,479 shares worth $4.56M. The position accounts for 1.27% of the portfolio, ranked #23.

Stone Summit Wealth first reported a position in CMI in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.75M in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Stone Summit Wealth held 8,479 shares of Cummins worth $4.56M as of Q1 2026.
  • Stone Summit Wealth sold 832 Cummins shares in Q1 2026, an estimated $471K.
  • Cummins made up 1.27% of Stone Summit Wealth's portfolio in Q1 2026, its #23 holding.
  • Stone Summit Wealth first reported a position in Cummins in Q4 2021 and has held it in 18 quarters since.
  • Stone Summit Wealth's Cummins position peaked at $4.75M in Q4 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.