Wealth Effects’s Cummins CMI Stock Holding History

Wealth Effects’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	-511	Closed	-$261K	–	244
2025 Q4	$261K	Hold	511	–	–	0.08%	168
2025 Q3	$216K	Buy	+511	New	+$196K	0.07%	194
2025 Q1	–	Sell	-1,011	Closed	-$352K	–	204
2024 Q4	$352K	Hold	1,011	–	–	0.13%	140
2024 Q3	$327K	Hold	1,011	–	–	0.11%	152
2024 Q2	$280K	Hold	1,011	–	–	0.1%	154
2024 Q1	$298K	Buy	1,011 +1	+0.1%	+$258	0.11%	151
2023 Q4	$242K	Hold	1,010	–	–	0.09%	181
2023 Q3	$231K	Hold	1,010	–	–	0.11%	148
2023 Q2	$248K	Hold	1,010	–	–	0.11%	149
2023 Q1	$241K	Hold	1,010	–	–	0.12%	156
2022 Q4	$245K	Hold	1,010	–	–	0.14%	148
2022 Q3	$206K	Buy	+1,010	New	+$215K	0.13%	158
2022 Q2	–	Sell	-1,010	Closed	-$207K	–	193
2022 Q1	$207K	Hold	1,010	–	–	0.1%	183
2021 Q4	$220K	Buy	+1,010	New	+$230K	0.09%	189

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

Wealth Effects's CMI Position: Q1 2026 in Review

Wealth Effects sold out of Cummins (CMI) in Q1 2026, closing a stake of 511 shares — an estimated $261K sold.

Wealth Effects first reported a position in CMI in Q4 2021 and held it in 14 quarters. The position peaked at $352K in Q4 2024. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Wealth Effects reported no remaining Cummins position as of Q1 2026 after selling out during the quarter.
Wealth Effects sold 511 Cummins shares in Q1 2026, an estimated $261K.
Wealth Effects first reported a position in Cummins in Q4 2021 and held it in 14 quarters.
Wealth Effects's Cummins position peaked at $352K in Q4 2024.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.