Facet Wealth Inc’s Cummins CMI Stock Holding History

Facet Wealth Inc’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	$565K	Buy	793 +208	+36%	+$137K	0.01%	195
2026 Q1	$315K	Buy	585 +180	+44%	+$102K	0.01%	248
2025 Q4	$234K	Buy	+405	New	+$189K	﹤0.01%	263

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Facet Wealth Inc's CMI Position: Q2 2026 in Review

Facet Wealth Inc increased its Cummins (CMI) stake by 36% in Q2 2026, buying an estimated $137K and bringing the position to 793 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #195.

Facet Wealth Inc first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Facet Wealth Inc held 793 shares of Cummins worth $565K as of Q2 2026.
Facet Wealth Inc bought 208 Cummins shares in Q2 2026, an estimated $137K.
Cummins made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #195 holding.
Facet Wealth Inc first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.