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Expressive Wealth’s Cummins CMI Stock Holding History

Expressive 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 		$438K Buy
614
+10
+2% +$6.59K 0.41% 83
2026
Q1 		$432K Sell
604
-685
-53% -$388K 0.41% 84
2025
Q4 		$658K Buy
+1,289
New +$602K 0.71% 34

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

Expressive Wealth's CMI Position: Q2 2026 in Review

Expressive Wealth increased its Cummins (CMI) stake by 1.7% in Q2 2026, buying an estimated $6.59K and bringing the position to 614 shares worth $438K. The position accounts for 0.41% of the portfolio, ranked #83.

Expressive Wealth first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $658K in Q4 2025. 2,097 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Expressive Wealth held 614 shares of Cummins worth $438K as of Q2 2026.
  • Expressive Wealth bought 10 Cummins shares in Q2 2026, an estimated $6.59K.
  • Cummins made up 0.41% of Expressive Wealth's portfolio in Q2 2026, its #83 holding.
  • Expressive Wealth first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
  • Expressive Wealth's Cummins position peaked at $658K in Q4 2025.
  • 2,097 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Expressive Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.