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Everest Financial Group’s Cummins CMI Stock Holding History

Everest Financial 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 		$705K Buy
989
+51
+5% +$33.6K 0.1% 118
2026
Q1 		$505K Buy
938
+28
+3% +$15.8K 0.08% 132
2025
Q4 		$465K Buy
+910
New +$425K 0.1% 61

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

Everest Financial Group's CMI Position: Q2 2026 in Review

Everest Financial Group increased its Cummins (CMI) stake by 5.4% in Q2 2026, buying an estimated $33.6K and bringing the position to 989 shares worth $705K. The position accounts for 0.1% of the portfolio, ranked #118.

Everest Financial Group first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Everest Financial Group held 989 shares of Cummins worth $705K as of Q2 2026.
  • Everest Financial Group bought 51 Cummins shares in Q2 2026, an estimated $33.6K.
  • Cummins made up 0.1% of Everest Financial Group's portfolio in Q2 2026, its #118 holding.
  • Everest Financial Group first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.