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Western Wealth Management’s Cummins CMI Stock Holding History

Western 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
2026
Q2 		$1.96M Buy
2,749
+45
+2% +$29.6K 0.06% 305
2026
Q1 		$1.46M Buy
2,704
+2,046
+311% +$1.16M 0.06% 344
2025
Q4 		$336K Sell
658
-21
-3% -$9.82K 0.02% 626
2025
Q3 		$287K Sell
679
-74
-10% -$28.4K 0.02% 612
2025
Q2 		$247K Buy
753
+14
+2% +$4.33K 0.01% 622
2025
Q1 		$232K Buy
+739
New +$260K 0.02% 605
2024
Q4 		– Sell
-4,146
Closed -$1.34M – 671
2024
Q3 		$1.34M Buy
+4,146
New +$1.23M 0.08% 258
2024
Q1 		– Sell
-4,372
Closed -$1.05M – 661
2023
Q4 		$1.05M Buy
4,372
+20
+0.5% +$4.55K 0.08% 268
2023
Q3 		$994K Buy
4,352
+187
+4% +$45.2K 0.08% 250
2023
Q2 		$1.02M Buy
4,165
+355
+9% +$80.4K 0.09% 237
2023
Q1 		$910K Sell
3,810
-245
-6% -$59.8K 0.08% 247
2022
Q4 		$983K Sell
4,055
-283
-7% -$67.3K 0.1% 221
2022
Q3 		$1.02M Buy
4,338
+176
+4% +$37.4K 0.06% 303
2022
Q2 		$828K Buy
4,162
+241
+6% +$48.2K 0.05% 346
2022
Q1 		$805K Buy
+3,921
New +$848K 0.04% 391
2021
Q2 		$1.06M Buy
+4,344
New +$1.11M 0.11% 199

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Western Wealth Management's CMI Position: Q2 2026 in Review

Western Wealth Management increased its Cummins (CMI) stake by 1.7% in Q2 2026, buying an estimated $29.6K and bringing the position to 2,749 shares worth $1.96M. The position accounts for 0.06% of the portfolio, ranked #305.

Western Wealth Management first reported a position in CMI in Q2 2021 and has held it in 16 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Western Wealth Management held 2,749 shares of Cummins worth $1.96M as of Q2 2026.
  • Western Wealth Management bought 45 Cummins shares in Q2 2026, an estimated $29.6K.
  • Cummins made up 0.06% of Western Wealth Management's portfolio in Q2 2026, its #305 holding.
  • Western Wealth Management first reported a position in Cummins in Q2 2021 and has held it in 16 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.