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Arkadios Wealth Advisors’s Cummins CMI Stock Holding History

Arkadios Wealth Advisors’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
Q1 		– Sell
-100
Closed -$51K – 1716
2025
Q4 		$51K Sell
100
-100
-50% -$46.7K ﹤0.01% 1518
2025
Q3 		$84.5K Sell
200
-100
-33% -$38.3K ﹤0.01% 1418
2025
Q2 		$98.3K Buy
+300
New +$92.9K ﹤0.01% 1255

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

Arkadios Wealth Advisors's CMI Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Cummins (CMI) stake by 1.9% in Q2 2026, buying an estimated $154K and bringing the position to 12,337 shares worth $8.8M. The position accounts for 0.13% of the portfolio, ranked #172.

Arkadios Wealth Advisors first reported a position in CMI in Q4 2019 and has held it in 26 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Arkadios Wealth Advisors held 12,337 shares of Cummins worth $8.8M as of Q2 2026.
  • Arkadios Wealth Advisors bought 233 Cummins shares in Q2 2026, an estimated $154K.
  • Cummins made up 0.13% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • Arkadios Wealth Advisors first reported a position in Cummins in Q4 2019 and has held it in 26 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.