Strategic Wealth Partners’s Cummins CMI Stock Holding History

Strategic Wealth Partners’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	$161K	Buy	299 +1	+0.3%	+$566	0.01%	329
2025 Q4	$152K	Sell	298 -5	-2%	-$2.34K	0.01%	352
2025 Q3	$128K	Buy	303 +29	+11%	+$11.1K	0.01%	401
2025 Q2	$89.7K	Buy	+274	New	+$84.8K	0.01%	408
2019 Q4	–	Sell	-1,688	Closed	-$8.39K	–	195
2019 Q3	$8.39K	Sell	1,688 -7,035	-81%	-$1.13M	0.04%	151
2019 Q2	$1.5M	Sell	8,723 -947	-10%	-$155K	0.72%	39
2019 Q1	$1.57M	Buy	9,670 +1,290	+15%	+$194K	0.72%	36
2018 Q4	$1.19M	Buy	8,380 +182	+2%	+$25.7K	0.6%	42
2018 Q3	$1.2M	Buy	8,198 +1,429	+21%	+$201K	0.64%	48
2018 Q2	$900K	Sell	6,769 -397	-6%	-$59.4K	0.52%	62
2018 Q1	$1.16M	Buy	7,166 +802	+13%	+$138K	0.6%	46
2017 Q4	$1.07M	Buy	+6,364	New	+$1.09M	0.59%	55

Other funds holding CMI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Wealth Partners's CMI Position: Q1 2026 in Review

Strategic Wealth Partners increased its Cummins (CMI) stake by 0.34% in Q1 2026, buying an estimated $566 and bringing the position to 299 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #329.

Strategic Wealth Partners first reported a position in CMI in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.57M in Q1 2019. 1,956 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Strategic Wealth Partners held 299 shares of Cummins worth $161K as of Q1 2026.
Strategic Wealth Partners bought 1 Cummins share in Q1 2026, an estimated $566.
Cummins made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #329 holding.
Strategic Wealth Partners first reported a position in Cummins in Q4 2017 and has held it in 12 quarters since.
Strategic Wealth Partners's Cummins position peaked at $1.57M in Q1 2019.
1,956 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.