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U.S. Capital Wealth Advisors’s Cummins CMI Stock Holding History

U.S. Capital Wealth Advisors’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 		$7.1M Buy
13,202
+2,296
+21% +$1.3M 0.18% 137
2025
Q4 		$5.57M Buy
10,906
+2,652
+32% +$1.24M 0.15% 179
2025
Q3 		$3.49M Sell
8,254
-32
-0.4% -$12.3K 0.09% 222
2025
Q2 		$2.71M Buy
8,286
+177
+2% +$54.8K 0.08% 241
2025
Q1 		$2.54M Buy
8,109
+610
+8% +$215K 0.08% 244
2024
Q4 		$2.61M Sell
7,499
-1,134
-13% -$398K 0.08% 255
2024
Q3 		$2.8M Sell
8,633
-528
-6% -$156K 0.1% 196
2024
Q2 		$2.54M Sell
9,161
-1,469
-14% -$420K 0.1% 199
2024
Q1 		$3.13M Sell
10,630
-3,366
-24% -$867K 0.12% 172
2023
Q4 		$3.35M Sell
13,996
-2,342
-14% -$532K 0.13% 156
2023
Q3 		$3.73M Sell
16,338
-215
-1% -$51.9K 0.17% 127
2023
Q2 		$4.06M Sell
16,553
-505
-3% -$114K 0.19% 118
2023
Q1 		$4.07M Sell
17,058
-190
-1% -$46.4K 0.19% 114
2022
Q4 		$4.18M Sell
17,248
-187
-1% -$44.5K 0.19% 114
2022
Q3 		$3.55M Sell
17,435
-17
-0.1% -$3.62K 0.18% 125
2022
Q2 		$3.38M Buy
17,452
+178
+1% +$35.6K 0.15% 138
2022
Q1 		$3.54M Buy
17,274
+612
+4% +$132K 0.13% 169
2021
Q4 		$3.63M Buy
16,662
+14,936
+865% +$3.4M 0.14% 162
2021
Q3 		$388K Buy
+1,726
New +$405K 0.02% 557

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

U.S. Capital Wealth Advisors's CMI Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Cummins (CMI) stake by 21% in Q1 2026, buying an estimated $1.3M and bringing the position to 13,202 shares worth $7.1M. The position accounts for 0.18% of the portfolio, ranked #137.

U.S. Capital Wealth Advisors first reported a position in CMI in Q3 2021 and has held it in 19 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • U.S. Capital Wealth Advisors held 13,202 shares of Cummins worth $7.1M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 2,296 Cummins shares in Q1 2026, an estimated $1.3M.
  • Cummins made up 0.18% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #137 holding.
  • U.S. Capital Wealth Advisors first reported a position in Cummins in Q3 2021 and has held it in 19 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.