Wescott Financial Advisory Group’s Cummins CMI Stock Holding History

Wescott Financial Advisory Group’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	$456K	Buy	847 +2	+0.2%	+$1.13K	0.04%	133
2025 Q4	$431K	Buy	845 +11	+1%	+$5.14K	0.04%	135
2025 Q3	$352K	Buy	834 +4	+0.5%	+$1.53K	0.03%	142
2025 Q2	$272K	Sell	830 -1	-0.1%	-$310	0.03%	153
2025 Q1	$260K	Sell	831 -10	-1%	-$3.52K	0.03%	150
2024 Q4	$293K	Buy	841 +26	+3%	+$9.13K	0.03%	146
2024 Q3	$264K	Sell	815 -25	-3%	-$7.41K	0.03%	154
2024 Q2	$233K	Buy	840 +1	+0.1%	+$286	0.03%	153
2024 Q1	$247K	Buy	+839	New	+$216K	0.03%	145

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

Wescott Financial Advisory Group's CMI Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Cummins (CMI) stake by 0.24% in Q1 2026, buying an estimated $1.13K and bringing the position to 847 shares worth $456K. The position accounts for 0.04% of the portfolio, ranked #133.

Wescott Financial Advisory Group first reported a position in CMI in Q1 2024 and has held it in 9 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Wescott Financial Advisory Group held 847 shares of Cummins worth $456K as of Q1 2026.
Wescott Financial Advisory Group bought 2 Cummins shares in Q1 2026, an estimated $1.13K.
Cummins made up 0.04% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #133 holding.
Wescott Financial Advisory Group first reported a position in Cummins in Q1 2024 and has held it in 9 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.