Diversify Advisory Services’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.1M Buy
+15,200
New +$10M 0.17% 132
2026
Q1
Sell
-4,369
Closed -$2.53M 330
2025
Q4
$2.53M Buy
4,369
+290
+7% +$136K 0.08% 192
2025
Q3
$1.79M Buy
4,079
+664
+19% +$255K 0.06% 229
2025
Q2
$1.36M Buy
3,415
+599
+21% +$185K 0.05% 255
2025
Q1
$825K Buy
+2,816
New +$992K 0.05% 251
2024
Q4
Sell
-922
Closed -$305K 632
2024
Q3
$305K Sell
922
-734
-44% -$217K 0.02% 497
2024
Q2
$445K Sell
1,656
-131
-7% -$37.4K 0.02% 406
2024
Q1
$526K Buy
+1,787
New +$461K 0.03% 412

Other funds holding CMI

Diversify Advisory Services's CMI Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Cummins (CMI) in Q2 2026: 15,200 shares worth $10.1M. The stake represents 0.17% of the portfolio and ranks #132 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CMI as recently as Q4 2025.

Diversify Advisory Services first reported a position in CMI in Q1 2024 and has held it in 8 quarters since. 2,092 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Diversify Advisory Services held 15,200 shares of Cummins worth $10.1M as of Q2 2026.
  • Cummins was a new Diversify Advisory Services position in Q2 2026.
  • Cummins made up 0.17% of Diversify Advisory Services's portfolio in Q2 2026, its #132 holding.
  • Diversify Advisory Services first reported a position in Cummins in Q1 2024 and has held it in 8 quarters since.
  • 2,092 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.