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WealthPLAN Partners’s Cummins CMI Stock Holding History

WealthPLAN Partners’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 		$204K Buy
+286
New +$188K 0.04% 214
2023
Q3 		– Sell
-281
Closed -$68.9K – 452
2023
Q2 		$68.9K Hold
281
– – 0.01% 453
2023
Q1 		$67.1K Buy
+281
New +$68.6K 0.01% 504
2017
Q2 		– Sell
-25
Closed -$3.75K – 224
2017
Q1 		$3.75K Buy
+25
New +$3.7K 0.01% 371
2016
Q3 		$14.1K Sell
111
-111
-50% -$13.5K ﹤0.01% 544
2016
Q2 		$12.4K Buy
+222
New +$25.1K ﹤0.01% 1646
2015
Q4 		$9.65K Buy
+220
New +$22K ﹤0.01% 1161
2015
Q2 		$7K Sell
54
-289
-84% -$39.7K ﹤0.01% 325
2015
Q1 		$47K Buy
+343
New +$48.3K 0.02% 247

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

WealthPLAN Partners's CMI Position: Q2 2026 in Review

WealthPLAN Partners opened a new position in Cummins (CMI) in Q2 2026: 286 shares worth $204K. The stake represents 0.04% of the portfolio and ranks #214 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in CMI as recently as Q2 2023.

WealthPLAN Partners first reported a position in CMI in Q1 2015 and has held it in 9 quarters since. 2,100 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • WealthPLAN Partners held 286 shares of Cummins worth $204K as of Q2 2026.
  • Cummins was a new WealthPLAN Partners position in Q2 2026.
  • Cummins made up 0.04% of WealthPLAN Partners's portfolio in Q2 2026, its #214 holding.
  • WealthPLAN Partners first reported a position in Cummins in Q1 2015 and has held it in 9 quarters since.
  • 2,100 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.