Wealth Architects
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Wealth Architects’s Cummins CMI Stock Holding History

Wealth Architects’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
Q3 		$211K Sell
408
-40
-9% -$24.1K 0.02% 250
2026
Q2 		$320K Sell
448
-17
-4% -$11.2K 0.03% 186
2026
Q1 		$250K Sell
465
-13
-3% -$7.36K 0.02% 200
2025
Q4 		$244K Sell
478
-9
-2% -$4.21K 0.02% 202
2025
Q3 		$206K Buy
+487
New +$187K 0.02% 225

Other funds holding CMI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Architects's CMI Position: Q3 2026 in Review

Wealth Architects reduced its Cummins (CMI) stake by 8.9% in Q3 2026, selling an estimated $24.1K and leaving 408 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #250.

Wealth Architects first reported a position in CMI in Q3 2025 and has held it in 5 quarters since. The position peaked at $320K in Q2 2026. 1,115 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Wealth Architects held 408 shares of Cummins worth $211K as of Q3 2026.
  • Wealth Architects sold 40 Cummins shares in Q3 2026, an estimated $24.1K.
  • Cummins made up 0.02% of Wealth Architects's portfolio in Q3 2026, its #250 holding.
  • Wealth Architects first reported a position in Cummins in Q3 2025 and has held it in 5 quarters since.
  • Wealth Architects's Cummins position peaked at $320K in Q2 2026.
  • 1,115 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Wealth Architects's 13F filing for Q3 2026, filed 3 Nov 2026.