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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
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 $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 Preservation Advisors's CMI Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Cummins (CMI) stake by 47% in Q1 2026, selling an estimated $35.1K and leaving 70 shares worth $37.7K. The position accounts for 0.03% of the portfolio, ranked #209.

Wealth Preservation Advisors first reported a position in CMI in Q1 2025 and has held it in 5 quarters since. The position peaked at $67.4K in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Wealth Preservation Advisors held 70 shares of Cummins worth $37.7K as of Q1 2026.
  • Wealth Preservation Advisors sold 62 Cummins shares in Q1 2026, an estimated $35.1K.
  • Cummins made up 0.03% of Wealth Preservation Advisors's portfolio in Q1 2026, its #209 holding.
  • Wealth Preservation Advisors first reported a position in Cummins in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Cummins position peaked at $67.4K in Q4 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.