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Tradition Wealth Management’s Cummins CMI Stock Holding History

Tradition Wealth Management’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 		$535K Buy
994
+5
+0.5% +$2.83K 0.04% 276
2025
Q4 		$505K Sell
989
-26
-3% -$12.2K 0.04% 290
2025
Q3 		$429K Buy
1,015
+65
+7% +$24.9K 0.03% 315
2025
Q2 		$311K Sell
950
-219
-19% -$67.8K 0.02% 346
2025
Q1 		$367K Buy
1,169
+22
+2% +$7.75K 0.03% 303
2024
Q4 		$400K Sell
1,147
-9
-0.8% -$3.16K 0.04% 280
2024
Q3 		$374K Buy
1,156
+4
+0.3% +$1.19K 0.03% 288
2024
Q2 		$319K Buy
1,152
+6
+0.5% +$1.72K 0.03% 303
2024
Q1 		$338K Sell
1,146
-2
-0.2% -$515 0.03% 287
2023
Q4 		$275K Buy
1,148
+31
+3% +$7.05K 0.03% 283
2023
Q3 		$255K Buy
1,117
+141
+14% +$34K 0.03% 274
2023
Q2 		$239K Sell
976
-200
-17% -$45.3K 0.03% 280
2023
Q1 		$281K Buy
1,176
+444
+61% +$108K 0.04% 248
2022
Q4 		$177K Buy
732
+161
+28% +$38.3K 0.03% 280
2022
Q3 		$116K Buy
571
+2
+0.4% +$426 0.02% 337
2022
Q2 		$110K Buy
569
+345
+154% +$69K 0.02% 340
2022
Q1 		$46K Buy
+224
New +$48.4K 0.01% 532

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

Tradition Wealth Management's CMI Position: Q1 2026 in Review

Tradition Wealth Management increased its Cummins (CMI) stake by 0.51% in Q1 2026, buying an estimated $2.83K and bringing the position to 994 shares worth $535K. The position accounts for 0.04% of the portfolio, ranked #276.

Tradition Wealth Management first reported a position in CMI in Q1 2022 and has held it in 17 quarters since. 1,956 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Tradition Wealth Management held 994 shares of Cummins worth $535K as of Q1 2026.
  • Tradition Wealth Management bought 5 Cummins shares in Q1 2026, an estimated $2.83K.
  • Cummins made up 0.04% of Tradition Wealth Management's portfolio in Q1 2026, its #276 holding.
  • Tradition Wealth Management first reported a position in Cummins in Q1 2022 and has held it in 17 quarters since.
  • 1,956 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

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