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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

WealthShield Partners's CMI Position: Q1 2026 in Review

WealthShield Partners reduced its Cummins (CMI) stake by 0.93% in Q1 2026, selling an estimated $30K and leaving 5,650 shares worth $3.04M. The position accounts for 0.34% of the portfolio, ranked #79.

WealthShield Partners first reported a position in CMI in Q1 2021 and has held it in 6 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

WealthShield Partners held 5,650 shares of Cummins worth $3.04M as of Q1 2026.
WealthShield Partners sold 53 Cummins shares in Q1 2026, an estimated $30K.
Cummins made up 0.34% of WealthShield Partners's portfolio in Q1 2026, its #79 holding.
WealthShield Partners first reported a position in Cummins in Q1 2021 and has held it in 6 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.