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Abound Wealth Management’s Cummins CMI Stock Holding History

Abound 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 		$10.6K Sell
15
-9
-38% -$5.93K ﹤0.01% 463
2026
Q1 		$12.9K Sell
24
-7
-23% -$3.96K ﹤0.01% 489
2025
Q4 		$15.9K Buy
31
+14
+82% +$6.54K ﹤0.01% 411
2025
Q3 		$7.14K Buy
17
+1
+6% +$383 ﹤0.01% 566
2025
Q2 		$5.25K Sell
16
-4
-20% -$1.24K ﹤0.01% 564
2025
Q1 		$6.28K Hold
20
– – ﹤0.01% 487
2024
Q4 		$6.99K Sell
20
-48
-71% -$16.9K ﹤0.01% 463
2024
Q3 		$22K Buy
68
+43
+172% +$12.7K 0.01% 271
2024
Q2 		$6.94K Hold
25
– – ﹤0.01% 433
2024
Q1 		$7.38K Sell
25
-45
-64% -$11.6K ﹤0.01% 437
2023
Q4 		$16.9K Buy
70
+54
+338% +$12.3K 0.01% 295
2023
Q3 		$3.67K Sell
16
-3
-16% -$724 ﹤0.01% 528
2023
Q2 		$4.67K Buy
19
+3
+19% +$679 ﹤0.01% 498
2023
Q1 		$3.83K Hold
16
– – ﹤0.01% 470
2022
Q4 		$3.89K Buy
16
+10
+167% +$2.38K ﹤0.01% 394
2022
Q3 		$1.23K Buy
+6
New +$1.28K ﹤0.01% 573

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

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

Abound Wealth Management reduced its Cummins (CMI) stake by 38% in Q2 2026, selling an estimated $5.93K and leaving 15 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Abound Wealth Management first reported a position in CMI in Q3 2022 and has held it in 16 quarters since. The position peaked at $22K in Q3 2024. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Abound Wealth Management held 15 shares of Cummins worth $10.6K as of Q2 2026.
  • Abound Wealth Management sold 9 Cummins shares in Q2 2026, an estimated $5.93K.
  • Cummins made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #463 holding.
  • Abound Wealth Management first reported a position in Cummins in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Cummins position peaked at $22K in Q3 2024.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.