Fi3 Financial Advisors’s Cummins CMI Stock Holding History

Fi3 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	$414K	Sell	542 -106	-16%	-$69.8K	0.1%	116
2026 Q1	$349K	Buy	648 +164	+34%	+$92.8K	0.1%	119
2025 Q4	$247K	Buy	+484	New	+$226K	0.08%	152

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

Fi3 Financial Advisors's CMI Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its Cummins (CMI) stake by 16% in Q2 2026, selling an estimated $69.8K and leaving 542 shares worth $414K. The position accounts for 0.1% of the portfolio, ranked #116.

Fi3 Financial Advisors first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Fi3 Financial Advisors held 542 shares of Cummins worth $414K as of Q2 2026.
Fi3 Financial Advisors sold 106 Cummins shares in Q2 2026, an estimated $69.8K.
Cummins made up 0.1% of Fi3 Financial Advisors's portfolio in Q2 2026, its #116 holding.
Fi3 Financial Advisors first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.