Total Wealth Planning’s Cummins CMI Stock Holding History

Total Wealth Planning’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
2025 Q3	–	Sell	-622	Closed	-$204K	–	110
2025 Q2	$204K	Buy	+622	New	+$193K	0.03%	103

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Total Wealth Planning's CMI Position: Q3 2025 in Review

Total Wealth Planning sold out of Cummins (CMI) in Q3 2025, closing a stake of 622 shares — an estimated $204K sold.

Total Wealth Planning first reported a position in CMI in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 1,682 funds tracked by Wall St. Rank hold CMI as of Q3 2025.

Total Wealth Planning reported no remaining Cummins position as of Q3 2025 after selling out during the quarter.
Total Wealth Planning sold 622 Cummins shares in Q3 2025, an estimated $204K.
Total Wealth Planning first reported a position in Cummins in Q2 2025 and held it in 1 quarter.
Total Wealth Planning's Cummins position peaked at $204K in Q2 2025.
1,682 funds tracked by Wall St. Rank held Cummins as of Q3 2025.

Based on Total Wealth Planning's 13F filing for Q3 2025, filed 17 Oct 2025.