WealthShield Partners’s Cummins CMI Stock Holding History

WealthShield 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	$3.88M	Sell	5,433 -217	-4%	-$143K	0.59%	50
2026 Q1	$3.04M	Sell	5,650 -53	-0.9%	-$30K	0.34%	79
2025 Q4	$2.91M	Buy	5,703 +235	+4%	+$110K	0.32%	90
2025 Q3	$2.31M	Buy	5,468 +934	+21%	+$358K	0.26%	102
2025 Q2	$1.48M	Buy	4,534 +493	+12%	+$153K	0.18%	132
2025 Q1	$1.27M	Buy	+4,041	New	+$1.42M	0.16%	142
2021 Q2	–	Sell	-79	Closed	-$20K	–	832
2021 Q1	$20K	Buy	+79	New	+$19.7K	﹤0.01%	657

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 $3.37T AUM 44.26% 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

WealthShield Partners's CMI Position: Q2 2026 in Review

WealthShield Partners reduced its Cummins (CMI) stake by 3.8% in Q2 2026, selling an estimated $143K and leaving 5,433 shares worth $3.88M. The position accounts for 0.59% of the portfolio, ranked #50.

WealthShield Partners first reported a position in CMI in Q1 2021 and has held it in 7 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

WealthShield Partners held 5,433 shares of Cummins worth $3.88M as of Q2 2026.
WealthShield Partners sold 217 Cummins shares in Q2 2026, an estimated $143K.
Cummins made up 0.59% of WealthShield Partners's portfolio in Q2 2026, its #50 holding.
WealthShield Partners first reported a position in Cummins in Q1 2021 and has held it in 7 quarters since.
2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.