Visionary Wealth Advisors’s Cummins CMI Stock Holding History

Visionary 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	$229K	Hold	426	–	–	0.01%	578
2025 Q4	$217K	Buy	+426	New	+$199K	0.01%	575

Other funds holding CMI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Visionary Wealth Advisors's CMI Position: Q1 2026 in Review

Visionary Wealth Advisors held its Cummins (CMI) position steady in Q1 2026 at 426 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #578.

Visionary Wealth Advisors first reported a position in CMI in Q4 2025 and has held it in 2 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Visionary Wealth Advisors held 426 shares of Cummins worth $229K as of Q1 2026.
Visionary Wealth Advisors left its Cummins share count unchanged in Q1 2026.
Cummins made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #578 holding.
Visionary Wealth Advisors first reported a position in Cummins in Q4 2025 and has held it in 2 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.