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Advisor OS’s Cummins CMI Stock Holding History

Advisor OS’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 		$1.47M Buy
2,065
+298
+17% +$196K 0.1% 149
2026
Q1 		$951K Sell
1,767
-661
-27% -$374K 0.07% 189
2025
Q4 		$1.24M Sell
2,428
-6
-0.2% -$2.8K 0.1% 135
2025
Q3 		$1.03M Sell
2,434
-576
-19% -$221K 0.09% 150
2025
Q2 		$986K Buy
3,010
+73
+2% +$22.6K 0.1% 151
2025
Q1 		$921K Buy
2,937
+467
+19% +$165K 0.1% 140
2024
Q4 		$861K Buy
2,470
+1,008
+69% +$354K 0.1% 143
2024
Q3 		$473K Buy
1,462
+90
+7% +$26.7K 0.05% 258
2024
Q2 		$380K Sell
1,372
-54
-4% -$15.4K 0.04% 271
2024
Q1 		$420K Buy
1,426
+130
+10% +$33.5K 0.05% 259
2023
Q4 		$311K Buy
1,296
+5
+0.4% +$1.14K 0.04% 256
2023
Q3 		$295K Sell
1,291
-3,292
-72% -$795K 0.04% 233
2023
Q2 		$1.12M Sell
4,583
-738
-14% -$167K 0.18% 110
2023
Q1 		$1.27M Buy
5,321
+327
+7% +$79.8K 0.31% 82
2022
Q4 		$1.21M Buy
4,994
+1,248
+33% +$297K 0.32% 77
2022
Q3 		$762K Buy
3,746
+16
+0.4% +$3.4K 0.23% 88
2022
Q2 		$722K Buy
3,730
+1,380
+59% +$276K 0.21% 109
2022
Q1 		$483K Buy
2,350
+524
+29% +$113K 0.14% 148
2021
Q4 		$399K Buy
1,826
+227
+14% +$51.7K 0.08% 191
2021
Q3 		$359K Buy
1,599
+232
+17% +$54.4K 0.08% 184
2021
Q2 		$333K Buy
+1,367
New +$350K 0.07% 180

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

Advisor OS's CMI Position: Q2 2026 in Review

Advisor OS increased its Cummins (CMI) stake by 17% in Q2 2026, buying an estimated $196K and bringing the position to 2,065 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #149.

Advisor OS first reported a position in CMI in Q2 2021 and has held it in 21 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Advisor OS held 2,065 shares of Cummins worth $1.47M as of Q2 2026.
  • Advisor OS bought 298 Cummins shares in Q2 2026, an estimated $196K.
  • Cummins made up 0.1% of Advisor OS's portfolio in Q2 2026, its #149 holding.
  • Advisor OS first reported a position in Cummins in Q2 2021 and has held it in 21 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.