BXM Wealth’s Cummins CMI Stock Holding History

BXM 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	$466K	Buy	+654	New	+$431K	0.25%	93
2025 Q4	–	Sell	-649	Closed	-$274K	–	143
2025 Q3	$274K	Buy	+649	New	+$249K	0.26%	101

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

BXM Wealth's CMI Position: Q2 2026 in Review

BXM Wealth opened a new position in Cummins (CMI) in Q2 2026: 654 shares worth $466K. The stake represents 0.25% of the portfolio and ranks #93 among its holdings. This is a return to the name: BXM Wealth previously reported a position in CMI as recently as Q3 2025.

BXM Wealth first reported a position in CMI in Q3 2025 and has held it in 2 quarters since. 2,103 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

BXM Wealth held 654 shares of Cummins worth $466K as of Q2 2026.
Cummins was a new BXM Wealth position in Q2 2026.
Cummins made up 0.25% of BXM Wealth's portfolio in Q2 2026, its #93 holding.
BXM Wealth first reported a position in Cummins in Q3 2025 and has held it in 2 quarters since.
2,103 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.