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Claro Advisors’s Cummins CMI Stock Holding History

Claro 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 		$207K Buy
+290
New +$191K 0.02% 513
2025
Q1 		– Sell
-586
Closed -$204K – 515
2024
Q4 		$204K Sell
586
-366
-38% -$129K 0.03% 468
2024
Q3 		$308K Buy
+952
New +$282K 0.04% 370
2019
Q1 		– Sell
-168
Closed -$25K – 292
2018
Q4 		$25K Buy
+168
New +$23.7K 0.02% 493

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

Claro Advisors's CMI Position: Q2 2026 in Review

Claro Advisors opened a new position in Cummins (CMI) in Q2 2026: 290 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #513 among its holdings. This is a return to the name: Claro Advisors previously reported a position in CMI as recently as Q4 2024.

Claro Advisors first reported a position in CMI in Q4 2018 and has held it in 4 quarters since. The position peaked at $308K in Q3 2024. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Claro Advisors held 290 shares of Cummins worth $207K as of Q2 2026.
  • Cummins was a new Claro Advisors position in Q2 2026.
  • Cummins made up 0.02% of Claro Advisors's portfolio in Q2 2026, its #513 holding.
  • Claro Advisors first reported a position in Cummins in Q4 2018 and has held it in 4 quarters since.
  • Claro Advisors's Cummins position peaked at $308K in Q3 2024.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.