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Chancellor Financial Group WB’s Cummins CMI Stock Holding History

Chancellor Financial Group WB’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 		$2.61M Buy
3,658
+1
+0% +$659 1.62% 13
2026
Q1 		$1.97M Hold
3,657
– – 1.39% 15
2025
Q4 		$1.87M Hold
3,657
– – 1.26% 16
2025
Q3 		$1.54M Hold
3,657
– – 1.09% 17
2025
Q2 		$1.2M Hold
3,657
– – 0.93% 22
2025
Q1 		$1.15M Hold
3,657
– – 0.95% 21
2024
Q4 		$1.27M Buy
+3,657
New +$1.28M 1.03% 20

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

Chancellor Financial Group WB's CMI Position: Q2 2026 in Review

Chancellor Financial Group WB increased its Cummins (CMI) stake by 0.03% in Q2 2026, buying an estimated $659 and bringing the position to 3,658 shares worth $2.61M. The position accounts for 1.62% of the portfolio, ranked #13.

Chancellor Financial Group WB first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 2,104 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Chancellor Financial Group WB held 3,658 shares of Cummins worth $2.61M as of Q2 2026.
  • Chancellor Financial Group WB bought 1 Cummins share in Q2 2026, an estimated $659.
  • Cummins made up 1.62% of Chancellor Financial Group WB's portfolio in Q2 2026, its #13 holding.
  • Chancellor Financial Group WB first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.