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DHJJ Financial Advisors’s Cummins CMI Stock Holding History

DHJJ 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 		$93.4K Hold
131
– – 0.03% 321
2026
Q1 		$70.5K Hold
131
– – 0.02% 337
2025
Q4 		$66.9K Hold
131
– – 0.02% 337
2025
Q3 		$55.3K Hold
131
– – 0.02% 350
2025
Q2 		$42.9K Sell
131
-30
-19% -$9.29K 0.02% 366
2025
Q1 		$50.5K Hold
161
– – 0.02% 309
2024
Q4 		$56.1K Hold
161
– – 0.02% 296
2024
Q3 		$52.1K Hold
161
– – 0.02% 294
2024
Q2 		$44.6K Hold
161
– – 0.02% 287
2024
Q1 		$47.4K Hold
161
– – 0.02% 267
2023
Q4 		$38.6K Hold
161
– – 0.02% 289
2023
Q3 		$36.8K Buy
+161
New +$38.9K 0.02% 281

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 $3.38T AUM 44.17% 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

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

DHJJ Financial Advisors held its Cummins (CMI) position steady in Q2 2026 at 131 shares worth $93.4K. The position accounts for 0.03% of the portfolio, ranked #321.

DHJJ Financial Advisors first reported a position in CMI in Q3 2023 and has held it in 12 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • DHJJ Financial Advisors held 131 shares of Cummins worth $93.4K as of Q2 2026.
  • DHJJ Financial Advisors left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.03% of DHJJ Financial Advisors's portfolio in Q2 2026, its #321 holding.
  • DHJJ Financial Advisors first reported a position in Cummins in Q3 2023 and has held it in 12 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.