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Advyzon Investment Management’s Cummins CMI Stock Holding History

Advyzon Investment 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 		$2.2M Buy
3,091
+297
+11% +$196K 0.16% 135
2026
Q1 		$1.5M Buy
2,794
+1,560
+126% +$883K 0.13% 156
2025
Q4 		$630K Buy
1,234
+435
+54% +$203K 0.07% 262
2025
Q3 		$337K Buy
799
+44
+6% +$16.9K 0.06% 304
2025
Q2 		$247K Buy
755
+84
+13% +$26K 0.05% 316
2025
Q1 		$210K Buy
671
+5
+0.8% +$1.76K 0.07% 248
2024
Q4 		$232K Buy
+666
New +$234K 0.09% 203

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 $3.38T AUM 44.17% 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

Advyzon Investment Management's CMI Position: Q2 2026 in Review

Advyzon Investment Management increased its Cummins (CMI) stake by 11% in Q2 2026, buying an estimated $196K and bringing the position to 3,091 shares worth $2.2M. The position accounts for 0.16% of the portfolio, ranked #135.

Advyzon Investment Management first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Advyzon Investment Management held 3,091 shares of Cummins worth $2.2M as of Q2 2026.
  • Advyzon Investment Management bought 297 Cummins shares in Q2 2026, an estimated $196K.
  • Cummins made up 0.16% of Advyzon Investment Management's portfolio in Q2 2026, its #135 holding.
  • Advyzon Investment Management first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.