Elevated Capital Advisors’s Cummins CMI Stock Holding History

Elevated Capital Advisors’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	$2.14K	Hold	3	–	–	﹤0.01%	661
2026 Q1	$1.61K	Hold	3	–	–	﹤0.01%	680
2025 Q4	$1.53K	Buy	+3	New	+$1.4K	﹤0.01%	657

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 $3.37T AUM 44.26% 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

Elevated Capital Advisors's CMI Position: Q2 2026 in Review

Elevated Capital Advisors held its Cummins (CMI) position steady in Q2 2026 at 3 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Elevated Capital Advisors first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,108 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Elevated Capital Advisors held 3 shares of Cummins worth $2.14K as of Q2 2026.
Elevated Capital Advisors left its Cummins share count unchanged in Q2 2026.
Cummins made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #661 holding.
Elevated Capital Advisors first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
2,108 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.