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Tripletail Wealth Management’s Cummins CMI Stock Holding History

Tripletail 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
Q2 		$35.1K Hold
53
– – 0.04% 173
2026
Q1 		$29.1K Hold
53
– – 0.04% 174
2025
Q4 		$27.1K Sell
53
-37
-41% -$17.3K 0.03% 174
2025
Q3 		$39.5K Buy
+90
New +$34.5K 0.05% 173

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Tripletail Wealth Management's CMI Position: Q2 2026 in Review

Tripletail Wealth Management held its Cummins (CMI) position steady in Q2 2026 at 53 shares worth $35.1K. The position accounts for 0.04% of the portfolio, ranked #173.

Tripletail Wealth Management first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. The position peaked at $39.5K in Q3 2025. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Tripletail Wealth Management held 53 shares of Cummins worth $35.1K as of Q2 2026.
  • Tripletail Wealth Management left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.04% of Tripletail Wealth Management's portfolio in Q2 2026, its #173 holding.
  • Tripletail Wealth Management first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • Tripletail Wealth Management's Cummins position peaked at $39.5K in Q3 2025.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.