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Action Point Financial Planning’s Cummins CMI Stock Holding History

Action Point Financial Planning’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 		$112K Buy
+163
New +$107K 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

Action Point Financial Planning's CMI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Cummins (CMI) in Q2 2026: 163 shares worth $112K. The stake represents 0.01% of the portfolio and ranks #573 among its holdings.

2,092 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Action Point Financial Planning held 163 shares of Cummins worth $112K as of Q2 2026.
  • Cummins was a new Action Point Financial Planning position in Q2 2026.
  • Cummins made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #573 holding.
  • 2,092 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.