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
2026 Q2	$241K	Buy	+337	New	+$222K	0.05%	208
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WealthBridge Capital Management's CMI Position: Q2 2026 in Review

WealthBridge Capital Management opened a new position in Cummins (CMI) in Q2 2026: 337 shares worth $241K. The stake represents 0.05% of the portfolio and ranks #208 among its holdings. This is a return to the name: WealthBridge Capital Management previously reported a position in CMI as recently as Q1 2025.

WealthBridge Capital Management first reported a position in CMI in Q4 2018 and has held it in 14 quarters since. The position peaked at $353K in Q1 2022. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

WealthBridge Capital Management held 337 shares of Cummins worth $241K as of Q2 2026.
Cummins was a new WealthBridge Capital Management position in Q2 2026.
Cummins made up 0.05% of WealthBridge Capital Management's portfolio in Q2 2026, its #208 holding.
WealthBridge Capital Management first reported a position in Cummins in Q4 2018 and has held it in 14 quarters since.
WealthBridge Capital Management's Cummins position peaked at $353K in Q1 2022.
2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.