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Ameritas Advisory Services’s Cummins CMI Stock Holding History

Ameritas Advisory Services’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 		$3.26M Buy
4,573
+742
+19% +$489K 0.07% 274
2026
Q1 		$2.06M Buy
3,831
+2,112
+123% +$1.2M 0.08% 225
2025
Q4 		$877K Buy
1,719
+409
+31% +$191K 0.03% 399
2025
Q3 		$553K Sell
1,310
-205
-14% -$78.6K 0.04% 364
2025
Q2 		$496K Sell
1,515
-1,671
-52% -$517K 0.03% 511
2025
Q1 		$1.07M Sell
3,186
-6
-0.2% -$2.11K 0.04% 380
2024
Q4 		$1.11M Buy
3,192
+418
+15% +$147K 0.04% 386
2024
Q3 		$898K Sell
2,774
-828
-23% -$245K 0.04% 413
2024
Q2 		$997K Sell
3,602
-58
-2% -$16.6K 0.04% 412
2024
Q1 		$1.05M Sell
3,660
-102
-3% -$26.3K 0.04% 370
2023
Q4 		$943K Buy
3,762
+889
+31% +$202K 0.05% 300
2023
Q3 		$649K Buy
2,873
+1,366
+91% +$330K 0.03% 439
2023
Q2 		$371K Sell
1,507
-928
-38% -$210K 0.05% 362
2023
Q1 		$577K Sell
2,435
-594
-20% -$145K 0.03% 443
2022
Q4 		$734K Buy
3,029
+347
+13% +$82.5K 0.03% 426
2022
Q3 		$546K Buy
2,682
+51
+2% +$10.9K 0.03% 411
2022
Q2 		$509K Sell
2,631
-82
-3% -$16.4K 0.03% 449
2022
Q1 		$556K Buy
2,713
+246
+10% +$53.2K 0.02% 475
2021
Q4 		$538K Buy
+2,467
New +$562K 0.02% 485

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

Ameritas Advisory Services's CMI Position: Q2 2026 in Review

Ameritas Advisory Services increased its Cummins (CMI) stake by 19% in Q2 2026, buying an estimated $489K and bringing the position to 4,573 shares worth $3.26M. The position accounts for 0.07% of the portfolio, ranked #274.

Ameritas Advisory Services first reported a position in CMI in Q4 2021 and has held it in 19 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Ameritas Advisory Services held 4,573 shares of Cummins worth $3.26M as of Q2 2026.
  • Ameritas Advisory Services bought 742 Cummins shares in Q2 2026, an estimated $489K.
  • Cummins made up 0.07% of Ameritas Advisory Services's portfolio in Q2 2026, its #274 holding.
  • Ameritas Advisory Services first reported a position in Cummins in Q4 2021 and has held it in 19 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.