FFO
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Fiduciary Family Office’s Cummins CMI Stock Holding History

Fiduciary Family Office’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 		$843K Sell
1,182
-704
-37% -$464K 0.21% 84
2026
Q1 		$1.01M Sell
1,886
-687
-27% -$389K 0.29% 70
2025
Q4 		$1.31M Sell
2,573
-292
-10% -$136K 0.38% 48
2025
Q3 		$1.21M Sell
2,865
-201
-7% -$77.1K 0.34% 53
2025
Q2 		$1M Sell
3,066
-9
-0.3% -$2.79K 0.33% 65
2025
Q1 		$964K Buy
+3,075
New +$1.08M 0.32% 64
2024
Q4 		– Sell
-2,810
Closed -$910K – 114
2024
Q3 		$910K Buy
2,810
+1,856
+195% +$550K 0.3% 72
2024
Q2 		$264K Hold
954
– – 0.1% 170
2024
Q1 		$281K Hold
954
– – 0.11% 169
2023
Q4 		$229K Buy
+954
New +$217K 0.1% 197

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

Fiduciary Family Office's CMI Position: Q2 2026 in Review

Fiduciary Family Office reduced its Cummins (CMI) stake by 37% in Q2 2026, selling an estimated $464K and leaving 1,182 shares worth $843K. The position accounts for 0.21% of the portfolio, ranked #84.

Fiduciary Family Office first reported a position in CMI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.31M in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Fiduciary Family Office held 1,182 shares of Cummins worth $843K as of Q2 2026.
  • Fiduciary Family Office sold 704 Cummins shares in Q2 2026, an estimated $464K.
  • Cummins made up 0.21% of Fiduciary Family Office's portfolio in Q2 2026, its #84 holding.
  • Fiduciary Family Office first reported a position in Cummins in Q4 2023 and has held it in 10 quarters since.
  • Fiduciary Family Office's Cummins position peaked at $1.31M in Q4 2025.
  • 2,104 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.