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Financial Consulate’s Cummins CMI Stock Holding History

Financial Consulate’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 		$117K Buy
164
+37
+29% +$24.4K 0.01% 214
2026
Q1 		$68.3K Buy
127
+2
+2% +$1.13K 0.01% 272
2025
Q4 		$63.8K Buy
125
+18
+17% +$8.41K 0.01% 292
2025
Q3 		$45.2K Buy
+107
New +$41K 0.01% 326

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

Financial Consulate's CMI Position: Q2 2026 in Review

Financial Consulate increased its Cummins (CMI) stake by 29% in Q2 2026, buying an estimated $24.4K and bringing the position to 164 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #214.

Financial Consulate first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Financial Consulate held 164 shares of Cummins worth $117K as of Q2 2026.
  • Financial Consulate bought 37 Cummins shares in Q2 2026, an estimated $24.4K.
  • Cummins made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #214 holding.
  • Financial Consulate first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.