Bellars Harris Wealth Management, LLC’s Cummins CMI Stock Holding History

Bellars Harris Wealth Management, LLC’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	$9.71M	Buy	+13,609	New	+$8.97M	1.98%	13

Other funds holding CMI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's CMI Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Cummins (CMI) in Q2 2026: 13,609 shares worth $9.71M. The stake represents 1.98% of the portfolio and ranks #13 among its holdings.

1,216 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Bellars Harris Wealth Management, LLC held 13,609 shares of Cummins worth $9.71M as of Q2 2026.
Cummins was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
Cummins made up 1.98% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #13 holding.
1,216 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.