Strategies Wealth Advisors’s Cummins CMI Stock Holding History

Strategies Wealth Advisors’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	–	Sell	-421	Closed	-$215K	–	197
2025 Q4	$215K	Buy	+421	New	+$197K	0.02%	172

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

Strategies Wealth Advisors's CMI Position: Q1 2026 in Review

Strategies Wealth Advisors sold out of Cummins (CMI) in Q1 2026, closing a stake of 421 shares — an estimated $215K sold.

Strategies Wealth Advisors first reported a position in CMI in Q4 2025 and held it in 1 quarter. The position peaked at $215K in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Strategies Wealth Advisors reported no remaining Cummins position as of Q1 2026 after selling out during the quarter.
Strategies Wealth Advisors sold 421 Cummins shares in Q1 2026, an estimated $215K.
Strategies Wealth Advisors first reported a position in Cummins in Q4 2025 and held it in 1 quarter.
Strategies Wealth Advisors's Cummins position peaked at $215K in Q4 2025.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.