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Evoke Wealth’s Cummins CMI Stock Holding History

Evoke Wealth’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 		– Sell
-1,532
Closed -$824K – 118
2026
Q1 		$824K Buy
1,532
+351
+30% +$199K 0.01% 309
2025
Q4 		$603K Buy
1,181
+117
+11% +$54.7K 0.01% 354
2025
Q3 		$449K Buy
1,064
+258
+32% +$98.9K 0.01% 390
2025
Q2 		$264K Buy
+806
New +$250K 0.01% 492
2022
Q4 		– Sell
-64
Closed -$13K – 514
2022
Q3 		$13K Hold
64
– – ﹤0.01% 703
2022
Q2 		$12K Buy
64
+15
+31% +$3K ﹤0.01% 740
2022
Q1 		$10K Hold
49
– – ﹤0.01% 764
2021
Q4 		$11K Hold
49
– – ﹤0.01% 769
2021
Q3 		$11K Sell
49
-11
-18% -$2.58K ﹤0.01% 726
2021
Q2 		$15K Sell
60
-15
-20% -$3.84K ﹤0.01% 692
2021
Q1 		$19K Buy
75
+23
+44% +$5.75K ﹤0.01% 596
2020
Q4 		$12K Hold
52
– – ﹤0.01% 553
2020
Q3 		$11K Sell
52
-12
-19% -$2.39K ﹤0.01% 543
2020
Q2 		$11K Buy
64
+3
+5% +$479 ﹤0.01% 536
2020
Q1 		$8.32K Sell
61
-45
-42% -$7.02K ﹤0.01% 531
2019
Q4 		$19K Buy
106
+7
+7% +$1.23K ﹤0.01% 597
2019
Q3 		$16.1K Buy
+99
New +$15.8K ﹤0.01% 713

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

Evoke Wealth's CMI Position: Q2 2026 in Review

Evoke Wealth sold out of Cummins (CMI) in Q2 2026, closing a stake of 1,532 shares — an estimated $824K sold.

Evoke Wealth first reported a position in CMI in Q3 2019 and held it in 17 quarters. The position peaked at $824K in Q1 2026. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Evoke Wealth reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 1,532 Cummins shares in Q2 2026, an estimated $824K.
  • Evoke Wealth first reported a position in Cummins in Q3 2019 and held it in 17 quarters.
  • Evoke Wealth's Cummins position peaked at $824K in Q1 2026.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.