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CBIZ Investment Advisory Services’s Cummins CMI Stock Holding History

CBIZ Investment Advisory Services’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 		$38.2K Hold
71
– – ﹤0.01% 101
2026
Q1 		$38.2K Sell
71
-21
-23% -$11.9K ﹤0.01% 101
2025
Q4 		$47K Buy
92
+12
+15% +$5.61K ﹤0.01% 147
2025
Q3 		$33.8K Buy
80
+2
+3% +$767 ﹤0.01% 177
2025
Q2 		$25.5K Buy
78
+4
+5% +$1.24K ﹤0.01% 224
2025
Q1 		$23.2K Buy
74
+9
+14% +$3.17K ﹤0.01% 210
2024
Q4 		$22.7K Buy
+65
New +$22.8K ﹤0.01% 203

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

CBIZ Investment Advisory Services's CMI Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Cummins (CMI) position steady in Q2 2026 at 71 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #101.

CBIZ Investment Advisory Services first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $47K in Q4 2025. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • CBIZ Investment Advisory Services held 71 shares of Cummins worth $38.2K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Cummins share count unchanged in Q2 2026.
  • Cummins made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #101 holding.
  • CBIZ Investment Advisory Services first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • CBIZ Investment Advisory Services's Cummins position peaked at $47K in Q4 2025.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.