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Core Wealth Advisors (Florida)’s Cummins CMI Stock Holding History

Core Wealth Advisors (Florida)’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 		$267K Buy
+374
New +$246K 0.05% 113
2024
Q2 		– Sell
-350
Closed -$103K – 89
2024
Q1 		$103K Hold
350
– – 0.04% 73
2023
Q4 		$83.8K Buy
+350
New +$79.6K 0.03% 73

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 $3.38T AUM 44.17% 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

Core Wealth Advisors (Florida)'s CMI Position: Q2 2026 in Review

Core Wealth Advisors (Florida) opened a new position in Cummins (CMI) in Q2 2026: 374 shares worth $267K. The stake represents 0.05% of the portfolio and ranks #113 among its holdings. This is a return to the name: Core Wealth Advisors (Florida) previously reported a position in CMI as recently as Q1 2024.

Core Wealth Advisors (Florida) first reported a position in CMI in Q4 2023 and has held it in 3 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Core Wealth Advisors (Florida) held 374 shares of Cummins worth $267K as of Q2 2026.
  • Cummins was a new Core Wealth Advisors (Florida) position in Q2 2026.
  • Cummins made up 0.05% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #113 holding.
  • Core Wealth Advisors (Florida) first reported a position in Cummins in Q4 2023 and has held it in 3 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.