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Atomi Financial Group’s Cummins CMI Stock Holding History

Atomi 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 		$2.32M Buy
3,248
+60
+2% +$39.5K 0.06% 233
2026
Q1 		$1.72M Buy
3,188
+28
+0.9% +$15.8K 0.05% 274
2025
Q4 		$1.61M Buy
3,160
+503
+19% +$235K 0.05% 270
2025
Q3 		$1.12M Buy
2,657
+423
+19% +$162K 0.04% 340
2025
Q2 		$732K Buy
2,234
+525
+31% +$163K 0.03% 443
2025
Q1 		$536K Sell
1,709
-22
-1% -$7.75K 0.02% 509
2024
Q4 		$603K Buy
1,731
+393
+29% +$138K 0.03% 407
2024
Q3 		$433K Buy
1,338
+112
+9% +$33.2K 0.03% 515
2024
Q2 		$340K Buy
1,226
+29
+2% +$8.29K 0.03% 541
2024
Q1 		$353K Buy
1,197
+33
+3% +$8.51K 0.03% 468
2023
Q4 		$279K Buy
+1,164
New +$265K 0.04% 440
2023
Q3 		– Sell
-854
Closed -$209K – 356
2023
Q2 		$209K Buy
+854
New +$193K 0.1% 243

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

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

Atomi Financial Group increased its Cummins (CMI) stake by 1.9% in Q2 2026, buying an estimated $39.5K and bringing the position to 3,248 shares worth $2.32M. The position accounts for 0.06% of the portfolio, ranked #233.

Atomi Financial Group first reported a position in CMI in Q2 2023 and has held it in 12 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Atomi Financial Group held 3,248 shares of Cummins worth $2.32M as of Q2 2026.
  • Atomi Financial Group bought 60 Cummins shares in Q2 2026, an estimated $39.5K.
  • Cummins made up 0.06% of Atomi Financial Group's portfolio in Q2 2026, its #233 holding.
  • Atomi Financial Group first reported a position in Cummins in Q2 2023 and has held it in 12 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.