CAG
CMI icon

Centerpoint Advisory Group’s Cummins CMI Stock Holding History

Centerpoint Advisory Group’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 		$285K Hold
400
– – 0.18% 94
2026
Q1 		$215K Hold
400
– – 0.16% 101
2025
Q4 		$204K Sell
400
-230
-37% -$108K 0.16% 104
2025
Q3 		$266K Hold
630
– – 0.21% 86
2025
Q2 		$206K Buy
+630
New +$195K 0.18% 98
2025
Q1 		– Sell
-630
Closed -$220K – 96
2024
Q4 		$220K Buy
+630
New +$221K 0.21% 83

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

Centerpoint Advisory Group's CMI Position: Q2 2026 in Review

Centerpoint Advisory Group held its Cummins (CMI) position steady in Q2 2026 at 400 shares worth $285K. The position accounts for 0.18% of the portfolio, ranked #94.

Centerpoint Advisory Group first reported a position in CMI in Q4 2024 and has held it in 6 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Centerpoint Advisory Group held 400 shares of Cummins worth $285K as of Q2 2026.
  • Centerpoint Advisory Group left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.18% of Centerpoint Advisory Group's portfolio in Q2 2026, its #94 holding.
  • Centerpoint Advisory Group first reported a position in Cummins in Q4 2024 and has held it in 6 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.