CGFA
CMI icon

Colton Groome Financial Advisors’s Cummins CMI Stock Holding History

Colton Groome 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 		$414K Hold
580
– – 0.1% 110
2026
Q1 		$312K Hold
580
– – 0.09% 108
2025
Q4 		$296K Buy
580
+10
+2% +$4.67K 0.08% 112
2025
Q3 		$241K Buy
+570
New +$219K 0.07% 118

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

Colton Groome Financial Advisors's CMI Position: Q2 2026 in Review

Colton Groome Financial Advisors held its Cummins (CMI) position steady in Q2 2026 at 580 shares worth $414K. The position accounts for 0.1% of the portfolio, ranked #110.

Colton Groome Financial Advisors first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Colton Groome Financial Advisors held 580 shares of Cummins worth $414K as of Q2 2026.
  • Colton Groome Financial Advisors left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.1% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #110 holding.
  • Colton Groome Financial Advisors first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.