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Blom & Howell Financial Planning’s Cummins CMI Stock Holding History

Blom & Howell Financial Planning’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 		$286K Hold
400
– – 0.24% 51
2026
Q1 		$215K Buy
400
+2
+0.5% +$1.13K 0.21% 60
2025
Q4 		$203K Buy
+398
New +$186K 0.2% 62

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

Blom & Howell Financial Planning's CMI Position: Q2 2026 in Review

Blom & Howell Financial Planning held its Cummins (CMI) position steady in Q2 2026 at 400 shares worth $286K. The position accounts for 0.24% of the portfolio, ranked #51.

Blom & Howell Financial Planning first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Blom & Howell Financial Planning held 400 shares of Cummins worth $286K as of Q2 2026.
  • Blom & Howell Financial Planning left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.24% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #51 holding.
  • Blom & Howell Financial Planning first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.