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Financial Security Advisor’s Cummins CMI Stock Holding History

Financial Security Advisor’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 		$360K Buy
504
+1
+0.2% +$659 0.06% 115
2026
Q1 		$271K Buy
503
+3
+0.6% +$1.7K 0.05% 132
2025
Q4 		$255K Hold
500
– – 0.05% 133
2025
Q3 		$211K Buy
+500
New +$192K 0.04% 136

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 Security Advisor's CMI Position: Q2 2026 in Review

Financial Security Advisor increased its Cummins (CMI) stake by 0.2% in Q2 2026, buying an estimated $659 and bringing the position to 504 shares worth $360K. The position accounts for 0.06% of the portfolio, ranked #115.

Financial Security Advisor 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 Security Advisor held 504 shares of Cummins worth $360K as of Q2 2026.
  • Financial Security Advisor bought 1 Cummins share in Q2 2026, an estimated $659.
  • Cummins made up 0.06% of Financial Security Advisor's portfolio in Q2 2026, its #115 holding.
  • Financial Security Advisor 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 Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.