Empower Advisory Group
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Empower Advisory Group’s Cummins CMI Stock Holding History

Empower Advisory Group’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 		$1.06M Buy
1,493
+183
+14% +$121K ﹤0.01% 251
2026
Q1 		$705K Sell
1,310
-15
-1% -$8.49K ﹤0.01% 282
2025
Q4 		$676K Sell
1,325
-131
-9% -$61.2K ﹤0.01% 297
2025
Q3 		$615K Buy
1,456
+55
+4% +$21.1K ﹤0.01% 307
2025
Q2 		$459K Sell
1,401
-7
-0.5% -$2.17K ﹤0.01% 337
2025
Q1 		$441K Buy
1,408
+15
+1% +$5.28K ﹤0.01% 335
2024
Q4 		$486K Sell
1,393
-5
-0.4% -$1.76K ﹤0.01% 328
2024
Q3 		$453K Sell
1,398
-78
-5% -$23.1K ﹤0.01% 332
2024
Q2 		$409K Sell
1,476
-110
-7% -$31.4K ﹤0.01% 338
2024
Q1 		$467K Sell
1,586
-73
-4% -$18.8K ﹤0.01% 311
2023
Q4 		$397K Buy
1,659
+11
+0.7% +$2.5K ﹤0.01% 331
2023
Q3 		$377K Sell
1,648
-24
-1% -$5.79K ﹤0.01% 334
2023
Q2 		$410K Sell
1,672
-34
-2% -$7.7K ﹤0.01% 336
2023
Q1 		$407K Buy
+1,706
New +$417K ﹤0.01% 338

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

Empower Advisory Group's CMI Position: Q2 2026 in Review

Empower Advisory Group increased its Cummins (CMI) stake by 14% in Q2 2026, buying an estimated $121K and bringing the position to 1,493 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Empower Advisory Group first reported a position in CMI in Q1 2023 and has held it in 14 quarters since. 2,105 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Empower Advisory Group held 1,493 shares of Cummins worth $1.06M as of Q2 2026.
  • Empower Advisory Group bought 183 Cummins shares in Q2 2026, an estimated $121K.
  • Cummins made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #251 holding.
  • Empower Advisory Group first reported a position in Cummins in Q1 2023 and has held it in 14 quarters since.
  • 2,105 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.