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Wedmont Private Capital’s Cummins CMI Stock Holding History

Wedmont Private Capital’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
Q3 		$949K Buy
1,823
+51
+3% +$30.8K 0.02% 409
2026
Q2 		$1.2M Buy
1,772
+74
+4% +$48.8K 0.03% 303
2026
Q1 		$1.01M Buy
1,698
+136
+9% +$77K 0.03% 313
2025
Q4 		$842K Sell
1,562
-28
-2% -$13.1K 0.03% 331
2025
Q3 		$690K Buy
1,590
+49
+3% +$18.8K 0.03% 356
2025
Q2 		$515K Buy
1,541
+141
+10% +$43.6K 0.02% 417
2025
Q1 		$400K Buy
1,400
+47
+3% +$16.6K 0.02% 439
2024
Q4 		$480K Buy
1,353
+23
+2% +$8.08K 0.03% 386
2024
Q3 		$441K Buy
1,330
+102
+8% +$30.2K 0.03% 398
2024
Q2 		$350K Buy
1,228
+94
+8% +$26.9K 0.02% 446
2024
Q1 		$342K Buy
1,134
+123
+12% +$31.7K 0.03% 418
2023
Q4 		$244K Buy
+1,011
New +$230K 0.02% 480
2023
Q2 		– Sell
-938
Closed -$212K – 502
2023
Q1 		$212K Sell
938
-10
-1% -$2.44K 0.03% 431
2022
Q4 		$231K Buy
+948
New +$225K 0.03% 401

Other funds holding CMI

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Wedmont Private Capital's CMI Position: Q3 2026 in Review

Wedmont Private Capital increased its Cummins (CMI) stake by 2.9% in Q3 2026, buying an estimated $30.8K and bringing the position to 1,823 shares worth $949K. The position accounts for 0.02% of the portfolio, ranked #409.

Wedmont Private Capital first reported a position in CMI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.2M in Q2 2026. 84 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Wedmont Private Capital held 1,823 shares of Cummins worth $949K as of Q3 2026.
  • Wedmont Private Capital bought 51 Cummins shares in Q3 2026, an estimated $30.8K.
  • Cummins made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #409 holding.
  • Wedmont Private Capital first reported a position in Cummins in Q4 2022 and has held it in 14 quarters since.
  • Wedmont Private Capital's Cummins position peaked at $1.2M in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.