CFFP
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Center for Financial Planning’s Cummins CMI Stock Holding History

Center for Financial Planning’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 		$519K Sell
727
-167
-19% -$110K 0.05% 108
2026
Q1 		$481K Sell
894
-15
-2% -$8.49K 0.05% 111
2025
Q4 		$464K Buy
909
+49
+6% +$22.9K 0.05% 112
2025
Q3 		$363K Buy
860
+64
+8% +$24.5K 0.04% 132
2025
Q2 		$261K Buy
796
+232
+41% +$71.8K 0.03% 143
2025
Q1 		$177K Buy
+564
New +$199K 0.02% 164

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 $3.37T AUM 44.26% 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

Center for Financial Planning's CMI Position: Q2 2026 in Review

Center for Financial Planning reduced its Cummins (CMI) stake by 19% in Q2 2026, selling an estimated $110K and leaving 727 shares worth $519K. The position accounts for 0.05% of the portfolio, ranked #108.

Center for Financial Planning first reported a position in CMI in Q1 2025 and has held it in 6 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Center for Financial Planning held 727 shares of Cummins worth $519K as of Q2 2026.
  • Center for Financial Planning sold 167 Cummins shares in Q2 2026, an estimated $110K.
  • Cummins made up 0.05% of Center for Financial Planning's portfolio in Q2 2026, its #108 holding.
  • Center for Financial Planning first reported a position in Cummins in Q1 2025 and has held it in 6 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.