Creative Planning’s Cummins CMI Stock Holding History

Creative Planning’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
2020 Q4	–	Sell	-100	Closed	-$3K	–	2364
2020 Q3	$3K	Buy	+100	New	+$19.9K	﹤0.01%	2065

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Creative Planning's CMI Position: Q2 2026 in Review

Creative Planning increased its Cummins (CMI) stake by 8.3% in Q2 2026, buying an estimated $4.62M and bringing the position to 91,743 shares worth $65.4M. The position accounts for 0.04% of the portfolio, ranked #196.

Creative Planning first reported a position in CMI in Q2 2013 and has held it in 53 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Creative Planning held 91,743 shares of Cummins worth $65.4M as of Q2 2026.
Creative Planning bought 7,006 Cummins shares in Q2 2026, an estimated $4.62M.
Cummins made up 0.04% of Creative Planning's portfolio in Q2 2026, its #196 holding.
Creative Planning first reported a position in Cummins in Q2 2013 and has held it in 53 quarters since.
2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.