TritonPoint Wealth’s Cummins CMI Stock Holding History

TritonPoint 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	$661K	Buy	927 +66	+8%	+$43.5K	0.07%	157
2026 Q1	$463K	Sell	861 -7	-0.8%	-$3.96K	0.05%	183
2025 Q4	$443K	Sell	868 -73	-8%	-$34.1K	0.04%	185
2025 Q3	$397K	Buy	941 +15	+2%	+$5.75K	0.03%	250
2025 Q2	$303K	Sell	926 -9	-1%	-$2.79K	0.03%	284
2025 Q1	$293K	Buy	935 +24	+3%	+$8.46K	0.03%	279
2024 Q4	$317K	Buy	911 +21	+2%	+$7.38K	0.03%	264
2024 Q3	$290K	Buy	890 +36	+4%	+$10.7K	0.03%	273
2024 Q2	$236K	Buy	+854	New	+$244K	0.02%	292

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 $3.37T AUM 44.26% 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

TritonPoint Wealth's CMI Position: Q2 2026 in Review

TritonPoint Wealth increased its Cummins (CMI) stake by 7.7% in Q2 2026, buying an estimated $43.5K and bringing the position to 927 shares worth $661K. The position accounts for 0.07% of the portfolio, ranked #157.

TritonPoint Wealth first reported a position in CMI in Q2 2024 and has held it in 9 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

TritonPoint Wealth held 927 shares of Cummins worth $661K as of Q2 2026.
TritonPoint Wealth bought 66 Cummins shares in Q2 2026, an estimated $43.5K.
Cummins made up 0.07% of TritonPoint Wealth's portfolio in Q2 2026, its #157 holding.
TritonPoint Wealth first reported a position in Cummins in Q2 2024 and has held it in 9 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.