CWS Financial Advisors’s Cummins CMI Stock Holding History

CWS Financial Advisors’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	$315K	Buy	441 +58	+15%	+$38.2K	0.07%	126
2026 Q1	$206K	Buy	+383	New	+$217K	0.05%	152

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

CWS Financial Advisors's CMI Position: Q2 2026 in Review

CWS Financial Advisors increased its Cummins (CMI) stake by 15% in Q2 2026, buying an estimated $38.2K and bringing the position to 441 shares worth $315K. The position accounts for 0.07% of the portfolio, ranked #126.

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

CWS Financial Advisors held 441 shares of Cummins worth $315K as of Q2 2026.
CWS Financial Advisors bought 58 Cummins shares in Q2 2026, an estimated $38.2K.
Cummins made up 0.07% of CWS Financial Advisors's portfolio in Q2 2026, its #126 holding.
CWS Financial Advisors first reported a position in Cummins in Q1 2026 and has held it in 2 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.