Black Diamond Financial’s Cummins CMI Stock Holding History

Black Diamond Financial’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	$489K	Sell	685 -9	-1%	-$5.93K	0.04%	118
2026 Q1	$373K	Buy	694 +9	+1%	+$5.09K	0.04%	123
2025 Q4	$350K	Hold	685	–	–	0.04%	124
2025 Q3	$289K	Sell	685 -3	-0.4%	-$1.15K	0.03%	128
2025 Q2	$225K	Buy	688 +9	+1%	+$2.79K	0.04%	130
2025 Q1	$213K	Hold	679	–	–	0.03%	138
2024 Q4	$237K	Buy	+679	New	+$239K	0.04%	129

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 $3.37T AUM 44.26% 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

Black Diamond Financial's CMI Position: Q2 2026 in Review

Black Diamond Financial reduced its Cummins (CMI) stake by 1.3% in Q2 2026, selling an estimated $5.93K and leaving 685 shares worth $489K. The position accounts for 0.04% of the portfolio, ranked #118.

Black Diamond Financial first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Black Diamond Financial held 685 shares of Cummins worth $489K as of Q2 2026.
Black Diamond Financial sold 9 Cummins shares in Q2 2026, an estimated $5.93K.
Cummins made up 0.04% of Black Diamond Financial's portfolio in Q2 2026, its #118 holding.
Black Diamond Financial first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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