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TD Private Client Wealth’s Cummins CMI Stock Holding History

TD Private Client 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 		$5.37M Sell
9,987
-3,528
-26% -$2M 0.11% 125
2025
Q4 		$6.9M Buy
13,515
+40
+0.3% +$18.7K 0.15% 93
2025
Q3 		$5.69M Sell
13,475
-4,914
-27% -$1.88M 0.13% 111
2025
Q2 		$6.02M Buy
18,389
+1,122
+6% +$347K 0.15% 101
2025
Q1 		$5.41M Buy
17,267
+1,028
+6% +$362K 0.15% 102
2024
Q4 		$5.66M Sell
16,239
-873
-5% -$307K 0.16% 95
2024
Q3 		$5.54M Buy
17,112
+882
+5% +$261K 0.16% 95
2024
Q2 		$4.49M Sell
16,230
-92
-0.6% -$26.3K 0.14% 111
2024
Q1 		$4.81M Sell
16,322
-1,010
-6% -$260K 0.16% 112
2023
Q4 		$4.15M Sell
17,332
-489
-3% -$111K 0.15% 117
2023
Q3 		$4.07M Buy
17,821
+472
+3% +$114K 0.18% 117
2023
Q2 		$4.25M Buy
17,349
+2,015
+13% +$456K 0.18% 119
2023
Q1 		$3.66M Sell
15,334
-367
-2% -$89.6K 0.16% 140
2022
Q4 		$3.8M Sell
15,701
-754
-5% -$179K 0.18% 123
2022
Q3 		$3.35M Buy
16,455
+2,162
+15% +$460K 0.17% 132
2022
Q2 		$2.77M Buy
14,293
+3,581
+33% +$716K 0.13% 162
2022
Q1 		$2.2M Buy
10,712
+1,849
+21% +$400K 0.09% 216
2021
Q4 		$1.93M Sell
8,863
-1,612
-15% -$367K 0.08% 239
2021
Q3 		$2.35M Buy
10,475
+9,835
+1,537% +$2.3M 0.1% 202
2021
Q2 		$156K Sell
640
-59
-8% -$15.1K 0.01% 556
2021
Q1 		$181K Sell
699
-2,177
-76% -$544K 0.01% 513
2020
Q4 		$653K Sell
2,876
-306
-10% -$68.7K 0.03% 346
2020
Q3 		$672K Buy
3,182
+27
+0.9% +$5.38K 0.04% 329
2020
Q2 		$547K Buy
3,155
+97
+3% +$15.5K 0.03% 347
2020
Q1 		$414K Buy
3,058
+2,367
+343% +$369K 0.03% 352
2019
Q4 		$124K Buy
+691
New +$122K 0.01% 500

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

TD Private Client Wealth's CMI Position: Q1 2026 in Review

TD Private Client Wealth reduced its Cummins (CMI) stake by 26% in Q1 2026, selling an estimated $2M and leaving 9,987 shares worth $5.37M. The position accounts for 0.11% of the portfolio, ranked #125.

TD Private Client Wealth first reported a position in CMI in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.9M in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • TD Private Client Wealth held 9,987 shares of Cummins worth $5.37M as of Q1 2026.
  • TD Private Client Wealth sold 3,528 Cummins shares in Q1 2026, an estimated $2M.
  • Cummins made up 0.11% of TD Private Client Wealth's portfolio in Q1 2026, its #125 holding.
  • TD Private Client Wealth first reported a position in Cummins in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Cummins position peaked at $6.9M in Q4 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.