WWP
CMI icon

WR Wealth Planners’s Cummins CMI Stock Holding History

WR Wealth Planners’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
2024
Q4 		$77.7K Sell
223
-2
-0.9% -$703 0.03% 267
2024
Q3 		$72.9K Buy
225
+36
+19% +$10.7K 0.02% 292
2024
Q2 		$52.3K Buy
189
+16
+9% +$4.57K 0.02% 328
2024
Q1 		$51K Buy
+173
New +$44.6K 0.02% 331
2023
Q4 		– Sell
-157
Closed -$35.9K – 303
2023
Q3 		$35.9K Hold
157
– – 0.01% 361
2023
Q2 		$38.5K Buy
157
+129
+461% +$29.2K 0.01% 347
2023
Q1 		$6.69K Buy
+28
New +$6.84K ﹤0.01% 641
2022
Q3 		– Sell
-19
Closed -$3.68K – 529
2022
Q2 		$3.68K Hold
19
– – ﹤0.01% 373
2022
Q1 		$3.9K Buy
+19
New +$4.11K ﹤0.01% 376

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $295B AUM 31.6% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WR Wealth Planners's CMI Position: Q4 2024 in Review

WR Wealth Planners reduced its Cummins (CMI) stake by 0.89% in Q4 2024, selling an estimated $703 and leaving 223 shares worth $77.7K. The position accounts for 0.03% of the portfolio, ranked #267.

WR Wealth Planners first reported a position in CMI in Q1 2022 and has held it in 9 quarters since. 1,552 funds tracked by Wall St. Rank hold CMI as of Q4 2024.

  • WR Wealth Planners held 223 shares of Cummins worth $77.7K as of Q4 2024.
  • WR Wealth Planners sold 2 Cummins shares in Q4 2024, an estimated $703.
  • Cummins made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #267 holding.
  • WR Wealth Planners first reported a position in Cummins in Q1 2022 and has held it in 9 quarters since.
  • 1,552 funds tracked by Wall St. Rank held Cummins as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.