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Axxcess Wealth Management’s Cummins CMI Stock Holding History

Axxcess Wealth 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 		$12.1M Buy
16,896
+262
+2% +$173K 0.19% 113
2026
Q1 		$8.95M Sell
16,634
-859
-5% -$486K 0.29% 80
2025
Q4 		$8.93M Buy
17,493
+269
+2% +$126K 0.15% 131
2025
Q3 		$7.27M Buy
17,224
+42
+0.2% +$16.1K 0.15% 117
2025
Q2 		$5.63M Sell
17,182
-3,750
-18% -$1.16M 0.13% 136
2025
Q1 		$6.56M Buy
20,932
+15,134
+261% +$5.33M 0.17% 108
2024
Q4 		$2.02M Buy
5,798
+3,314
+133% +$1.16M 0.05% 270
2024
Q3 		$804K Buy
2,484
+1,499
+152% +$444K 0.02% 440
2024
Q2 		$273K Buy
+985
New +$281K 0.01% 688

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

Axxcess Wealth Management's CMI Position: Q2 2026 in Review

Axxcess Wealth Management increased its Cummins (CMI) stake by 1.6% in Q2 2026, buying an estimated $173K and bringing the position to 16,896 shares worth $12.1M. The position accounts for 0.19% of the portfolio, ranked #113.

Axxcess Wealth Management first reported a position in CMI in Q2 2024 and has held it in 9 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Axxcess Wealth Management held 16,896 shares of Cummins worth $12.1M as of Q2 2026.
  • Axxcess Wealth Management bought 262 Cummins shares in Q2 2026, an estimated $173K.
  • Cummins made up 0.19% of Axxcess Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Axxcess Wealth Management first reported a position in Cummins in Q2 2024 and has held it in 9 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.