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Eagle Bluffs Wealth Management’s Cummins CMI Stock Holding History

Eagle Bluffs 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 		$921K Sell
1,292
-2
-0.2% -$1.32K 0.31% 50
2026
Q1 		$696K Sell
1,294
-4
-0.3% -$2.26K 0.27% 54
2025
Q4 		$663K Hold
1,298
– – 0.27% 53
2025
Q3 		$548K Sell
1,298
-178
-12% -$68.2K 0.24% 58
2025
Q2 		$483K Hold
1,476
– – 0.23% 56
2025
Q1 		$463K Hold
1,476
– – 0.24% 59
2024
Q4 		$515K Sell
1,476
-409
-22% -$144K 0.28% 54
2024
Q3 		$610K Sell
1,885
-141
-7% -$41.8K 0.33% 54
2024
Q2 		$561K Buy
2,026
+50
+3% +$14.3K 0.33% 54
2024
Q1 		$582K Sell
1,976
-4,184
-68% -$1.08M 0.36% 53
2023
Q4 		$1.48M Buy
6,160
+84
+1% +$19.1K 1.01% 29
2023
Q3 		$1.39M Sell
6,076
-44
-0.7% -$10.6K 1.07% 27
2023
Q2 		$1.5M Buy
6,120
+122
+2% +$27.6K 1.16% 28
2023
Q1 		$1.43M Buy
5,998
+832
+16% +$203K 1.17% 28
2022
Q4 		$1.25M Sell
5,166
-88
-2% -$20.9K 1.31% 29
2022
Q3 		$1.07M Buy
5,254
+108
+2% +$23K 1.23% 28
2022
Q2 		$996K Buy
5,146
+1,369
+36% +$274K 1.07% 30
2022
Q1 		$775K Buy
3,777
+229
+6% +$49.5K 0.75% 35
2021
Q4 		$774K Buy
+3,548
New +$808K 0.81% 35

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

Eagle Bluffs Wealth Management's CMI Position: Q2 2026 in Review

Eagle Bluffs Wealth Management reduced its Cummins (CMI) stake by 0.15% in Q2 2026, selling an estimated $1.32K and leaving 1,292 shares worth $921K. The position accounts for 0.31% of the portfolio, ranked #50.

Eagle Bluffs Wealth Management first reported a position in CMI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.5M in Q2 2023. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Eagle Bluffs Wealth Management held 1,292 shares of Cummins worth $921K as of Q2 2026.
  • Eagle Bluffs Wealth Management sold 2 Cummins shares in Q2 2026, an estimated $1.32K.
  • Cummins made up 0.31% of Eagle Bluffs Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Eagle Bluffs Wealth Management first reported a position in Cummins in Q4 2021 and has held it in 19 quarters since.
  • Eagle Bluffs Wealth Management's Cummins position peaked at $1.5M in Q2 2023.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.