FGC
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Financial Gravity Companies’s Cummins CMI Stock Holding History

Financial Gravity Companies’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 		$5.71K Buy
+8
New +$5.27K ﹤0.01% 664
2018
Q4 		$290K Buy
+1,980
New +$280K 0.26% 69
2018
Q1 		$400K Buy
2,745
+442
+19% +$76K 0.41% 40
2017
Q4 		$433K Buy
+2,303
New +$394K 0.5% 29

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 $3.38T AUM 44.17% 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 Gravity Companies's CMI Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Cummins (CMI) in Q2 2026: 8 shares worth $5.71K. The stake represents ﹤0.01% of the portfolio and ranks #664 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CMI as recently as Q4 2018.

Financial Gravity Companies first reported a position in CMI in Q4 2017 and has held it in 4 quarters since. The position peaked at $433K in Q4 2017. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Financial Gravity Companies held 8 shares of Cummins worth $5.71K as of Q2 2026.
  • Cummins was a new Financial Gravity Companies position in Q2 2026.
  • Cummins made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #664 holding.
  • Financial Gravity Companies first reported a position in Cummins in Q4 2017 and has held it in 4 quarters since.
  • Financial Gravity Companies's Cummins position peaked at $433K in Q4 2017.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.