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Evernest Financial Advisors’s Cummins CMI Stock Holding History

Evernest Financial 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 		$319K Buy
448
+1
+0.2% +$659 0.07% 147
2026
Q1 		$295K Buy
447
+5
+1% +$2.83K 0.06% 147
2025
Q4 		$266K Buy
+442
New +$207K 0.06% 151

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 $3.38T AUM 44.17% 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

Evernest Financial Advisors's CMI Position: Q2 2026 in Review

Evernest Financial Advisors increased its Cummins (CMI) stake by 0.22% in Q2 2026, buying an estimated $659 and bringing the position to 448 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #147.

Evernest Financial Advisors first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Evernest Financial Advisors held 448 shares of Cummins worth $319K as of Q2 2026.
  • Evernest Financial Advisors bought 1 Cummins share in Q2 2026, an estimated $659.
  • Cummins made up 0.07% of Evernest Financial Advisors's portfolio in Q2 2026, its #147 holding.
  • Evernest Financial Advisors first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.