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Albion Financial Group’s Cummins CMI Stock Holding History

Albion Financial Group’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 		$37.8K Hold
53
– – ﹤0.01% 300
2026
Q1 		$28.5K Hold
53
– – ﹤0.01% 324
2025
Q4 		$27.1K Hold
53
– – ﹤0.01% 318
2025
Q3 		$22.4K Hold
53
– – ﹤0.01% 326
2025
Q2 		$17.4K Hold
53
– – ﹤0.01% 321
2025
Q1 		$16.6K Hold
53
– – ﹤0.01% 330
2024
Q4 		$18.5K Buy
+53
New +$18.6K ﹤0.01% 344

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

Albion Financial Group's CMI Position: Q2 2026 in Review

Albion Financial Group held its Cummins (CMI) position steady in Q2 2026 at 53 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Albion Financial Group first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 2,092 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Albion Financial Group held 53 shares of Cummins worth $37.8K as of Q2 2026.
  • Albion Financial Group left its Cummins share count unchanged in Q2 2026.
  • Cummins made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #300 holding.
  • Albion Financial Group first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 2,092 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.