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Wealth Preservation Advisors’s Cummins CMI Stock Holding History

Wealth Preservation 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
Q2 		– Sell
-70
Closed -$37.7K – 250
2026
Q1 		$37.7K Sell
70
-62
-47% -$35.1K 0.03% 209
2025
Q4 		$67.4K Sell
132
-3
-2% -$1.4K 0.03% 176
2025
Q3 		$57K Buy
135
+3
+2% +$1.15K 0.03% 179
2025
Q2 		$43.2K Hold
132
– – 0.03% 199
2025
Q1 		$41.4K Buy
+132
New +$46.5K 0.03% 197

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealth Preservation Advisors's CMI Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Cummins (CMI) in Q2 2026, closing a stake of 70 shares — an estimated $37.7K sold.

Wealth Preservation Advisors first reported a position in CMI in Q1 2025 and held it in 5 quarters. The position peaked at $67.4K in Q4 2025. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 70 Cummins shares in Q2 2026, an estimated $37.7K.
  • Wealth Preservation Advisors first reported a position in Cummins in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Cummins position peaked at $67.4K in Q4 2025.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.