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Wealth Alliance’s Cummins CMI Stock Holding History

Wealth Alliance’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 		$1.62M Buy
3,014
+101
+3% +$57.2K 0.16% 122
2025
Q4 		$1.49M Buy
2,913
+111
+4% +$51.9K 0.15% 132
2025
Q3 		$1.18M Sell
2,802
-23
-0.8% -$8.82K 0.12% 155
2025
Q2 		$925K Buy
2,825
+1,157
+69% +$358K 0.1% 177
2025
Q1 		$523K Buy
1,668
+95
+6% +$33.5K 0.06% 264
2024
Q4 		$548K Buy
1,573
+11
+0.7% +$3.86K 0.07% 241
2024
Q3 		$506K Buy
1,562
+8
+0.5% +$2.37K 0.06% 263
2024
Q2 		$430K Hold
1,554
– – 0.06% 277
2024
Q1 		$458K Buy
1,554
+7
+0.5% +$1.8K 0.06% 288
2023
Q4 		$371K Buy
1,547
+8
+0.5% +$1.82K 0.05% 322
2023
Q3 		$352K Sell
1,539
-102
-6% -$24.6K 0.06% 308
2023
Q2 		$402K Sell
1,641
-28
-2% -$6.34K 0.06% 294
2023
Q1 		$399K Sell
1,669
-36
-2% -$8.79K 0.06% 286
2022
Q4 		$413K Sell
1,705
-14
-0.8% -$3.33K 0.07% 265
2022
Q3 		$350K Buy
1,719
+42
+3% +$8.94K 0.07% 286
2022
Q2 		$325K Buy
+1,677
New +$335K 0.06% 300

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

Wealth Alliance's CMI Position: Q1 2026 in Review

Wealth Alliance increased its Cummins (CMI) stake by 3.5% in Q1 2026, buying an estimated $57.2K and bringing the position to 3,014 shares worth $1.62M. The position accounts for 0.16% of the portfolio, ranked #122.

Wealth Alliance first reported a position in CMI in Q2 2022 and has held it in 16 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Wealth Alliance held 3,014 shares of Cummins worth $1.62M as of Q1 2026.
  • Wealth Alliance bought 101 Cummins shares in Q1 2026, an estimated $57.2K.
  • Cummins made up 0.16% of Wealth Alliance's portfolio in Q1 2026, its #122 holding.
  • Wealth Alliance first reported a position in Cummins in Q2 2022 and has held it in 16 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.