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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chancellor Financial Group WB's CMI Position: Q1 2026 in Review

Chancellor Financial Group WB held its Cummins (CMI) position steady in Q1 2026 at 3,657 shares worth $1.97M. The position accounts for 1.39% of the portfolio, ranked #15.

Chancellor Financial Group WB first reported a position in CMI in Q4 2024 and has held it in 6 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Chancellor Financial Group WB held 3,657 shares of Cummins worth $1.97M as of Q1 2026.
  • Chancellor Financial Group WB left its Cummins share count unchanged in Q1 2026.
  • Cummins made up 1.39% of Chancellor Financial Group WB's portfolio in Q1 2026, its #15 holding.
  • Chancellor Financial Group WB first reported a position in Cummins in Q4 2024 and has held it in 6 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.