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Diversify Wealth Management’s Cummins CMI Stock Holding History

Diversify Wealth Management’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 		$10.1M Sell
15,200
-1,221
-7% -$804K 0.17% 132
2026
Q1 		$10.5M Buy
16,421
+4,982
+44% +$2.82M 0.19% 112
2025
Q4 		$6.49M Sell
11,439
-470
-4% -$220K 0.3% 85
2025
Q3 		$5.21M Buy
11,909
+277
+2% +$106K 0.3% 95
2025
Q2 		$4.64M Buy
11,632
+1,823
+19% +$564K 0.29% 102
2025
Q1 		$2.88M Buy
9,809
+9,203
+1,519% +$3.24M 0.21% 134
2024
Q4 		$215K Buy
+606
New +$213K 0.02% 482

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

Diversify Wealth Management's CMI Position: Q2 2026 in Review

Diversify Wealth Management reduced its Cummins (CMI) stake by 7.4% in Q2 2026, selling an estimated $804K and leaving 15,200 shares worth $10.1M. The position accounts for 0.17% of the portfolio, ranked #132.

Diversify Wealth Management first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.5M in Q1 2026. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Diversify Wealth Management held 15,200 shares of Cummins worth $10.1M as of Q2 2026.
  • Diversify Wealth Management sold 1,221 Cummins shares in Q2 2026, an estimated $804K.
  • Cummins made up 0.17% of Diversify Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Diversify Wealth Management first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • Diversify Wealth Management's Cummins position peaked at $10.5M in Q1 2026.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.