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Turning Point Benefit Group’s Cummins CMI Stock Holding History

Turning Point Benefit Group’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 		– Sell
-187
Closed -$95.5K – 233
2025
Q4 		$95.5K Sell
187
-22
-11% -$10.3K 0.05% 123
2025
Q3 		$88.8K Buy
+209
New +$80.1K 0.05% 119

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Turning Point Benefit Group's CMI Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Cummins (CMI) in Q1 2026, closing a stake of 187 shares — an estimated $95.5K sold.

Turning Point Benefit Group first reported a position in CMI in Q3 2025 and held it in 2 quarters. The position peaked at $95.5K in Q4 2025. 1,961 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Cummins position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 187 Cummins shares in Q1 2026, an estimated $95.5K.
  • Turning Point Benefit Group first reported a position in Cummins in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Cummins position peaked at $95.5K in Q4 2025.
  • 1,961 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.