BOK Financial Private Wealth’s Cummins CMI Stock Holding History

BOK Financial Private Wealth’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	$10.7K	Buy	+15	New	+$9.88K	﹤0.01%	394
2025 Q1	–	Sell	-6	Closed	-$2.09K	–	511
2024 Q4	$2.09K	Buy	6 +3	+100%	+$1.05K	﹤0.01%	442
2024 Q3	$972	Hold	3	–	–	﹤0.01%	496
2024 Q2	$831	Buy	+3	New	+$857	﹤0.01%	452
2022 Q3	–	Sell	-120	Closed	-$23K	–	366
2022 Q2	$23K	Buy	+120	New	+$24K	﹤0.01%	308
2017 Q3	–	Sell	-1,257	Closed	-$204K	–	128
2017 Q2	$204K	Buy	+1,257	New	+$195K	0.03%	133

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

BOK Financial Private Wealth's CMI Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Cummins (CMI) in Q2 2026: 15 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #394 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in CMI as recently as Q4 2024.

BOK Financial Private Wealth first reported a position in CMI in Q2 2017 and has held it in 6 quarters since. The position peaked at $204K in Q2 2017. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

BOK Financial Private Wealth held 15 shares of Cummins worth $10.7K as of Q2 2026.
Cummins was a new BOK Financial Private Wealth position in Q2 2026.
Cummins made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #394 holding.
BOK Financial Private Wealth first reported a position in Cummins in Q2 2017 and has held it in 6 quarters since.
BOK Financial Private Wealth's Cummins position peaked at $204K in Q2 2017.
2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.