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Bullock Wealth Management’s Cummins CMI Stock Holding History

Bullock Wealth Management’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 		$455K Buy
666
+1
+0.2% +$659 0.2% 110
2026
Q1 		$366K Buy
665
+2
+0.3% +$1.13K 0.18% 113
2025
Q4 		$338K Buy
663
+2
+0.3% +$935 0.17% 122
2025
Q3 		$281K Buy
661
+3
+0.5% +$1.15K 0.14% 128
2025
Q2 		$217K Buy
658
+3
+0.5% +$929 0.11% 140
2025
Q1 		$206K Sell
655
-168
-20% -$59.2K 0.12% 143
2024
Q4 		$287K Sell
823
-43
-5% -$15.1K 0.17% 113
2024
Q3 		$283K Sell
866
-54
-6% -$16K 0.17% 112
2024
Q2 		$251K Sell
920
-200
-18% -$57.2K 0.16% 115
2024
Q1 		$330K Buy
+1,120
New +$289K 0.22% 100

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's CMI Position: Q2 2026 in Review

Bullock Wealth Management increased its Cummins (CMI) stake by 0.15% in Q2 2026, buying an estimated $659 and bringing the position to 666 shares worth $455K. The position accounts for 0.2% of the portfolio, ranked #110.

Bullock Wealth Management first reported a position in CMI in Q1 2024 and has held it in 10 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Bullock Wealth Management held 666 shares of Cummins worth $455K as of Q2 2026.
  • Bullock Wealth Management bought 1 Cummins share in Q2 2026, an estimated $659.
  • Cummins made up 0.2% of Bullock Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Bullock Wealth Management first reported a position in Cummins in Q1 2024 and has held it in 10 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.