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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DHJJ Financial Advisors's CMI Position: Q1 2026 in Review

DHJJ Financial Advisors held its Cummins (CMI) position steady in Q1 2026 at 131 shares worth $70.5K. The position accounts for 0.02% of the portfolio, ranked #337.

DHJJ Financial Advisors first reported a position in CMI in Q3 2023 and has held it in 11 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • DHJJ Financial Advisors held 131 shares of Cummins worth $70.5K as of Q1 2026.
  • DHJJ Financial Advisors left its Cummins share count unchanged in Q1 2026.
  • Cummins made up 0.02% of DHJJ Financial Advisors's portfolio in Q1 2026, its #337 holding.
  • DHJJ Financial Advisors first reported a position in Cummins in Q3 2023 and has held it in 11 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.