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Western Pacific Wealth Management’s Cummins CMI Stock Holding History

Western Pacific Wealth Management’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
2025
Q1 		– Sell
-357
Closed -$124K – 202
2024
Q4 		$124K Hold
357
– – 0.1% 92
2024
Q3 		$116K Hold
357
– – 0.08% 99
2024
Q2 		$98.9K Buy
+357
New +$102K 0.07% 99
2023
Q2 		– Sell
-332
Closed -$79.3K – 286
2023
Q1 		$79.3K Hold
332
– – 0.06% 102
2022
Q4 		$80.4K Buy
+332
New +$79K 0.07% 91

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Western Pacific Wealth Management's CMI Position: Q1 2025 in Review

Western Pacific Wealth Management sold out of Cummins (CMI) in Q1 2025, closing a stake of 357 shares — an estimated $124K sold.

Western Pacific Wealth Management first reported a position in CMI in Q4 2022 and held it in 5 quarters. The position peaked at $124K in Q4 2024. 1,568 funds tracked by Wall St. Rank hold CMI as of Q1 2025.

  • Western Pacific Wealth Management reported no remaining Cummins position as of Q1 2025 after selling out during the quarter.
  • Western Pacific Wealth Management sold 357 Cummins shares in Q1 2025, an estimated $124K.
  • Western Pacific Wealth Management first reported a position in Cummins in Q4 2022 and held it in 5 quarters.
  • Western Pacific Wealth Management's Cummins position peaked at $124K in Q4 2024.
  • 1,568 funds tracked by Wall St. Rank held Cummins as of Q1 2025.

Based on Western Pacific Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.