Dynasty Wealth Management’s Cummins CMI Stock Holding History

Dynasty 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	$2.87M	Buy	4,023 +2,429	+152%	+$1.6M	0.02%	110
2026 Q1	$857K	Buy	1,594 +213	+15%	+$121K	0.01%	190
2025 Q4	$705K	Buy	1,381 +700	+103%	+$327K	0.01%	214
2025 Q3	$288K	Buy	+681	New	+$261K	﹤0.01%	266

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Dynasty Wealth Management increased its Cummins (CMI) stake by 152% in Q2 2026, buying an estimated $1.6M and bringing the position to 4,023 shares worth $2.87M. The position accounts for 0.02% of the portfolio, ranked #110.

Dynasty Wealth Management first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Dynasty Wealth Management held 4,023 shares of Cummins worth $2.87M as of Q2 2026.
Dynasty Wealth Management bought 2,429 Cummins shares in Q2 2026, an estimated $1.6M.
Cummins made up 0.02% of Dynasty Wealth Management's portfolio in Q2 2026, its #110 holding.
Dynasty Wealth Management first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.