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Dogwood Wealth Management’s Cummins CMI Stock Holding History

Dogwood 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 		$29.2K Buy
41
+2
+5% +$1.32K 0.01% 208
2026
Q1 		$21K Buy
39
+10
+34% +$5.66K 0.01% 238
2025
Q4 		$14.8K Buy
29
+2
+7% +$935 0.01% 242
2025
Q3 		$11.4K Buy
27
+13
+93% +$4.98K 0.01% 257
2025
Q2 		$4.63K Buy
14
+6
+75% +$1.86K ﹤0.01% 452
2025
Q1 		$2.51K Buy
+8
New +$2.82K ﹤0.01% 310
2024
Q3 		– Hold
0
– – – 297
2024
Q2 		– Hold
0
– – – 349
2024
Q1 		– Hold
0
– – – 340
2023
Q4 		– Hold
0
– – – 355

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 $3.37T AUM 44.26% 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

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

Dogwood Wealth Management increased its Cummins (CMI) stake by 5.1% in Q2 2026, buying an estimated $1.32K and bringing the position to 41 shares worth $29.2K. The position accounts for 0.01% of the portfolio, ranked #208.

Dogwood Wealth Management first reported a position in CMI in Q1 2025 and has held it in 6 quarters since. 2,092 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Dogwood Wealth Management held 41 shares of Cummins worth $29.2K as of Q2 2026.
  • Dogwood Wealth Management bought 2 Cummins shares in Q2 2026, an estimated $1.32K.
  • Cummins made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Dogwood Wealth Management first reported a position in Cummins in Q1 2025 and has held it in 6 quarters since.
  • 2,092 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.