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Financial Planning Hawaii’s Cummins CMI Stock Holding History

Financial Planning Hawaii’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 		$1.98M Buy
2,780
+100
+4% +$65.9K 1.06% 27
2026
Q1 		$1.44M Sell
2,680
-85
-3% -$48.1K 0.85% 33
2025
Q4 		$1.41M Buy
+2,765
New +$1.29M 0.81% 32

Other funds holding CMI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Financial Planning Hawaii's CMI Position: Q2 2026 in Review

Financial Planning Hawaii increased its Cummins (CMI) stake by 3.7% in Q2 2026, buying an estimated $65.9K and bringing the position to 2,780 shares worth $1.98M. The position accounts for 1.06% of the portfolio, ranked #27.

Financial Planning Hawaii first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 1,233 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Financial Planning Hawaii held 2,780 shares of Cummins worth $1.98M as of Q2 2026.
  • Financial Planning Hawaii bought 100 Cummins shares in Q2 2026, an estimated $65.9K.
  • Cummins made up 1.06% of Financial Planning Hawaii's portfolio in Q2 2026, its #27 holding.
  • Financial Planning Hawaii first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
  • 1,233 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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