SPL
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Superior Planning, LLC’s Cummins CMI Stock Holding History

Superior Planning, 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
Q3 		$73.4K Buy
+142
New +$85.7K 0.03% 286

Other funds holding CMI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Superior Planning, LLC's CMI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Cummins (CMI) in Q3 2026: 142 shares worth $73.4K. The stake represents 0.03% of the portfolio and ranks #286 among its holdings.

1,446 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Superior Planning, LLC held 142 shares of Cummins worth $73.4K as of Q3 2026.
  • Cummins was a new Superior Planning, LLC position in Q3 2026.
  • Cummins made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #286 holding.
  • 1,446 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.