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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's CMI Position: Q1 2026 in Review

Creative Planning increased its Cummins (CMI) stake by 12% in Q1 2026, buying an estimated $5.01M and bringing the position to 84,737 shares worth $45.6M. The position accounts for 0.03% of the portfolio, ranked #233.

Creative Planning first reported a position in CMI in Q2 2013 and has held it in 52 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Creative Planning held 84,737 shares of Cummins worth $45.6M as of Q1 2026.
Creative Planning bought 8,846 Cummins shares in Q1 2026, an estimated $5.01M.
Cummins made up 0.03% of Creative Planning's portfolio in Q1 2026, its #233 holding.
Creative Planning first reported a position in Cummins in Q2 2013 and has held it in 52 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.