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Ellevest Inc’s Cummins CMI Stock Holding History

Ellevest Inc’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 		$297K Buy
+434
New +$286K 0.04% 354
2021
Q1 		– Sell
-125
Closed -$28K – 1272
2020
Q4 		$28K Buy
+125
New +$28.1K ﹤0.01% 560
2020
Q3 		– Sell
-5
Closed -$996 – 1157
2020
Q2 		$1K Sell
5
-19
-79% -$3.04K ﹤0.01% 972
2020
Q1 		$3K Buy
24
+12
+100% +$1.87K ﹤0.01% 699
2019
Q4 		$2K Hold
12
– – ﹤0.01% 671
2019
Q3 		$2K Buy
+12
New +$1.92K ﹤0.01% 329

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

Ellevest Inc's CMI Position: Q2 2026 in Review

Ellevest Inc opened a new position in Cummins (CMI) in Q2 2026: 434 shares worth $297K. The stake represents 0.04% of the portfolio and ranks #354 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in CMI as recently as Q4 2020.

Ellevest Inc first reported a position in CMI in Q3 2019 and has held it in 6 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Ellevest Inc held 434 shares of Cummins worth $297K as of Q2 2026.
  • Cummins was a new Ellevest Inc position in Q2 2026.
  • Cummins made up 0.04% of Ellevest Inc's portfolio in Q2 2026, its #354 holding.
  • Ellevest Inc first reported a position in Cummins in Q3 2019 and has held it in 6 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.