Birchwood Financial Partners’s Cummins CMI Stock Holding History

Birchwood Financial Partners’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	$39.5K	Hold	55	–	–	0.03%	195
2026 Q1	$29.8K	Hold	55	–	–	0.03%	211
2025 Q4	$28.3K	Buy	+55	New	+$25.7K	0.03%	217

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Birchwood Financial Partners's CMI Position: Q2 2026 in Review

Birchwood Financial Partners held its Cummins (CMI) position steady in Q2 2026 at 55 shares worth $39.5K. The position accounts for 0.03% of the portfolio, ranked #195.

Birchwood Financial Partners first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Birchwood Financial Partners held 55 shares of Cummins worth $39.5K as of Q2 2026.
Birchwood Financial Partners left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.03% of Birchwood Financial Partners's portfolio in Q2 2026, its #195 holding.
Birchwood Financial Partners first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.