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Wealthspire Advisors (New York)’s Cummins CMI Stock Holding History

Wealthspire Advisors (New York)’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 		$1.03M Sell
1,917
-30
-2% -$17K 0.01% 405
2025
Q4 		$994K Buy
1,947
+502
+35% +$235K 0.01% 428
2025
Q3 		$610K Sell
1,445
-105
-7% -$40.3K ﹤0.01% 488
2025
Q2 		$508K Sell
1,550
-129
-8% -$39.9K ﹤0.01% 535
2025
Q1 		$526K Sell
1,679
-208
-11% -$73.3K ﹤0.01% 500
2024
Q4 		$658K Buy
1,887
+108
+6% +$37.9K 0.01% 446
2024
Q3 		$576K Sell
1,779
-26
-1% -$7.7K 0.01% 461
2024
Q2 		$500K Sell
1,805
-104
-5% -$29.7K 0.01% 432
2024
Q1 		$562K Sell
1,909
-261
-12% -$67.3K 0.01% 404
2023
Q4 		$520K Buy
2,170
+291
+15% +$66.2K 0.01% 414
2023
Q3 		$429K Buy
+1,879
New +$454K 0.01% 417
2023
Q1 		– Sell
-941
Closed -$228K – 548
2022
Q4 		$228K Buy
+941
New +$224K ﹤0.01% 516
2022
Q1 		– Sell
-1,068
Closed -$233K – 456
2021
Q4 		$233K Buy
1,068
+49
+5% +$11.2K 0.01% 488
2021
Q3 		$229K Buy
+1,019
New +$239K ﹤0.01% 519
2021
Q2 		– Sell
-3,943
Closed -$1.02M – 431
2021
Q1 		$1.02M Buy
3,943
+604
+18% +$151K 0.02% 262
2020
Q4 		$758K Buy
3,339
+1,490
+81% +$335K 0.02% 244
2020
Q3 		$390K Buy
1,849
+118
+7% +$23.5K 0.02% 201
2020
Q2 		$300K Sell
1,731
-1,499
-46% -$240K 0.02% 209
2020
Q1 		$437K Buy
+3,230
New +$504K 0.02% 317
2019
Q1 		– Sell
-166
Closed -$22K – 193
2018
Q4 		$22K Buy
+166
New +$23.4K ﹤0.01% 318

Other funds holding CMI

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (New York)'s CMI Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Cummins (CMI) stake by 1.5% in Q1 2026, selling an estimated $17K and leaving 1,917 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #405.

Wealthspire Advisors (New York) first reported a position in CMI in Q4 2018 and has held it in 20 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Wealthspire Advisors (New York) held 1,917 shares of Cummins worth $1.03M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 30 Cummins shares in Q1 2026, an estimated $17K.
  • Cummins made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #405 holding.
  • Wealthspire Advisors (New York) first reported a position in Cummins in Q4 2018 and has held it in 20 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.