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Cornerstone Planning Group’s Cummins CMI Stock Holding History

Cornerstone Planning Group’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 		$108K Sell
163
-11
-6% -$7.25K 0.01% 238
2026
Q1 		$117K Buy
174
+76
+78% +$43K 0.02% 225
2025
Q4 		$56.6K Sell
98
-4
-4% -$1.87K 0.01% 316
2025
Q3 		$44.7K Buy
102
+51
+100% +$19.6K 0.01% 374
2025
Q2 		$19K Sell
51
-16
-24% -$4.95K ﹤0.01% 431
2025
Q1 		$19K Buy
67
+29
+76% +$10.2K ﹤0.01% 427
2024
Q4 		$13.3K Sell
38
-3
-7% -$1.05K ﹤0.01% 372
2024
Q3 		$13.6K Sell
41
-10
-20% -$2.96K ﹤0.01% 364
2024
Q2 		$14.4K Hold
51
– – ﹤0.01% 372
2024
Q1 		$14.3K Buy
51
+1
+2% +$258 ﹤0.01% 345
2023
Q4 		$12K Sell
50
-6
-11% -$1.36K ﹤0.01% 398
2023
Q3 		$12.8K Hold
56
– – ﹤0.01% 379
2023
Q2 		$13.7K Buy
+56
New +$12.7K 0.01% 537
2022
Q4 		$13K Buy
+55
New +$13.1K 0.01% 563

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

Cornerstone Planning Group's CMI Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Cummins (CMI) stake by 6.3% in Q2 2026, selling an estimated $7.25K and leaving 163 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #238.

Cornerstone Planning Group first reported a position in CMI in Q4 2022 and has held it in 14 quarters since. The position peaked at $117K in Q1 2026. 2,108 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Cornerstone Planning Group held 163 shares of Cummins worth $108K as of Q2 2026.
  • Cornerstone Planning Group sold 11 Cummins shares in Q2 2026, an estimated $7.25K.
  • Cummins made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #238 holding.
  • Cornerstone Planning Group first reported a position in Cummins in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Cummins position peaked at $117K in Q1 2026.
  • 2,108 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.