Brady Family Wealth’s Cummins CMI Stock Holding History

Brady Family 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	$409K	Hold	573	–	–	0.12%	86
2026 Q1	$308K	Hold	573	–	–	0.1%	90
2025 Q4	$292K	Hold	573	–	–	0.09%	95
2025 Q3	$242K	Buy	+573	New	+$220K	0.07%	100

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

Brady Family Wealth's CMI Position: Q2 2026 in Review

Brady Family Wealth held its Cummins (CMI) position steady in Q2 2026 at 573 shares worth $409K. The position accounts for 0.12% of the portfolio, ranked #86.

Brady Family Wealth first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Brady Family Wealth held 573 shares of Cummins worth $409K as of Q2 2026.
Brady Family Wealth left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.12% of Brady Family Wealth's portfolio in Q2 2026, its #86 holding.
Brady Family Wealth first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.