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Churchill Financial Advisors’s Cummins CMI Stock Holding History

Churchill Financial Advisors’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 		$6.59M Sell
9,240
-400
-4% -$264K 1.27% 20
2026
Q1 		$5.19M Buy
9,640
+4,800
+99% +$2.72M 1.09% 23
2025
Q4 		$2.47M Buy
+4,840
New +$2.26M 0.75% 32

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

Churchill Financial Advisors's CMI Position: Q2 2026 in Review

Churchill Financial Advisors reduced its Cummins (CMI) stake by 4.1% in Q2 2026, selling an estimated $264K and leaving 9,240 shares worth $6.59M. The position accounts for 1.27% of the portfolio, ranked #20.

Churchill Financial Advisors first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Churchill Financial Advisors held 9,240 shares of Cummins worth $6.59M as of Q2 2026.
  • Churchill Financial Advisors sold 400 Cummins shares in Q2 2026, an estimated $264K.
  • Cummins made up 1.27% of Churchill Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Churchill Financial Advisors first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Churchill Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.