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Flagship Wealth Advisors’s Cummins CMI Stock Holding History

Flagship Wealth Advisors’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 		$23.5K Buy
+33
New +$21.7K 0.01% 346
2026
Q1 		– Sell
-33
Closed -$16.8K – 357
2025
Q4 		$16.8K Sell
33
-33
-50% -$15.4K ﹤0.01% 293
2025
Q3 		$27.9K Buy
+66
New +$25.3K 0.01% 270

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

Flagship Wealth Advisors's CMI Position: Q2 2026 in Review

Flagship Wealth Advisors opened a new position in Cummins (CMI) in Q2 2026: 33 shares worth $23.5K. The stake represents 0.01% of the portfolio and ranks #346 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in CMI as recently as Q4 2025.

Flagship Wealth Advisors first reported a position in CMI in Q3 2025 and has held it in 3 quarters since. The position peaked at $27.9K in Q3 2025. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Flagship Wealth Advisors held 33 shares of Cummins worth $23.5K as of Q2 2026.
  • Cummins was a new Flagship Wealth Advisors position in Q2 2026.
  • Cummins made up 0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #346 holding.
  • Flagship Wealth Advisors first reported a position in Cummins in Q3 2025 and has held it in 3 quarters since.
  • Flagship Wealth Advisors's Cummins position peaked at $27.9K in Q3 2025.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.