WealthBridge Capital Management’s Cummins CMI Stock Holding History

WealthBridge Capital Management’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
2025 Q2	–	Sell	-838	Closed	-$263K	–	211
2025 Q1	$263K	Buy	+838	New	+$295K	0.07%	175
2022 Q4	–	Sell	-1,762	Closed	-$341K	–	198
2022 Q3	$341K	Hold	1,762	–	–	0.15%	131
2022 Q2	$341K	Buy	1,762 +42	+2%	+$8.4K	0.15%	131
2022 Q1	$353K	Buy	1,720 +365	+27%	+$78.9K	0.13%	123
2021 Q4	$296K	Hold	1,355	–	–	0.11%	130
2021 Q3	$304K	Buy	1,355 +323	+31%	+$75.7K	0.11%	126
2021 Q2	$252K	Hold	1,032	–	–	0.09%	144
2021 Q1	$267K	Buy	1,032 +1	+0.1%	+$250	0.11%	128
2020 Q4	$234K	Buy	1,031 +32	+3%	+$7.19K	0.1%	128
2020 Q3	$211K	Buy	+999	New	+$199K	0.11%	123
2020 Q1	–	Sell	-1,175	Closed	-$210K	–	120
2019 Q4	$210K	Buy	+1,175	New	+$207K	0.14%	115
2019 Q2	–	Sell	-1,203	Closed	-$199K	–	244
2019 Q1	$199K	Buy	1,203 +4	+0.3%	+$600	0.13%	108
2018 Q4	$160K	Buy	+1,199	New	+$169K	0.12%	118

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

WealthBridge Capital Management's CMI Position: Q2 2025 in Review

WealthBridge Capital Management sold out of Cummins (CMI) in Q2 2025, closing a stake of 838 shares — an estimated $263K sold.

WealthBridge Capital Management first reported a position in CMI in Q4 2018 and held it in 13 quarters. The position peaked at $353K in Q1 2022. 1,561 funds tracked by Wall St. Rank hold CMI as of Q2 2025.

WealthBridge Capital Management reported no remaining Cummins position as of Q2 2025 after selling out during the quarter.
WealthBridge Capital Management sold 838 Cummins shares in Q2 2025, an estimated $263K.
WealthBridge Capital Management first reported a position in Cummins in Q4 2018 and held it in 13 quarters.
WealthBridge Capital Management's Cummins position peaked at $353K in Q1 2022.
1,561 funds tracked by Wall St. Rank held Cummins as of Q2 2025.

Based on WealthBridge Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.