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Curran Financial Partners’s Cummins CMI Stock Holding History

Curran Financial Partners’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 		$489K Hold
686
– – 0.07% 91
2026
Q1 		$369K Hold
686
– – 0.07% 89
2025
Q4 		$350K Sell
686
-362
-35% -$169K 0.07% 96
2025
Q3 		$443K Sell
1,048
-108
-9% -$41.4K 0.09% 95
2025
Q2 		$379K Buy
1,156
+169
+17% +$52.3K 0.08% 91
2025
Q1 		$309K Buy
+987
New +$348K 0.08% 75

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

Curran Financial Partners's CMI Position: Q2 2026 in Review

Curran Financial Partners held its Cummins (CMI) position steady in Q2 2026 at 686 shares worth $489K. The position accounts for 0.07% of the portfolio, ranked #91.

Curran Financial Partners first reported a position in CMI in Q1 2025 and has held it in 6 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Curran Financial Partners held 686 shares of Cummins worth $489K as of Q2 2026.
  • Curran Financial Partners left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.07% of Curran Financial Partners's portfolio in Q2 2026, its #91 holding.
  • Curran Financial Partners first reported a position in Cummins in Q1 2025 and has held it in 6 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.