Three Seasons Wealth’s Cummins CMI Stock Holding History

Three Seasons 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 Q2	–	Sell	-1,195	Closed	-$643K	–	189
2026 Q1	$643K	Buy	1,195 +691	+137%	+$391K	0.25%	100
2025 Q4	$257K	Buy	+504	New	+$236K	0.02%	159

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Three Seasons Wealth's CMI Position: Q2 2026 in Review

Three Seasons Wealth sold out of Cummins (CMI) in Q2 2026, closing a stake of 1,195 shares — an estimated $643K sold.

Three Seasons Wealth first reported a position in CMI in Q4 2025 and held it in 2 quarters. The position peaked at $643K in Q1 2026. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Three Seasons Wealth reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
Three Seasons Wealth sold 1,195 Cummins shares in Q2 2026, an estimated $643K.
Three Seasons Wealth first reported a position in Cummins in Q4 2025 and held it in 2 quarters.
Three Seasons Wealth's Cummins position peaked at $643K in Q1 2026.
2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Three Seasons Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.