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Fortis Group Advisors’s Cummins CMI Stock Holding History

Fortis Group 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 		$11.4K Hold
16
– – ﹤0.01% 381
2026
Q1 		$8.61K Hold
16
– – ﹤0.01% 397
2025
Q4 		$8.17K Hold
16
– – ﹤0.01% 396
2025
Q3 		$6.76K Sell
16
-8
-33% -$3.07K ﹤0.01% 370
2025
Q2 		$7.86K Buy
+24
New +$7.43K ﹤0.01% 349
2024
Q3 		– Sell
-4,302
Closed -$1.19M – 499
2024
Q2 		$1.19M Buy
4,302
+8
+0.2% +$2.29K 0.24% 71
2024
Q1 		$1.27M Buy
+4,294
New +$1.11M 0.23% 82

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

Fortis Group Advisors's CMI Position: Q2 2026 in Review

Fortis Group Advisors held its Cummins (CMI) position steady in Q2 2026 at 16 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Fortis Group Advisors first reported a position in CMI in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q1 2024. 2,108 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Fortis Group Advisors held 16 shares of Cummins worth $11.4K as of Q2 2026.
  • Fortis Group Advisors left its Cummins share count unchanged in Q2 2026.
  • Cummins made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #381 holding.
  • Fortis Group Advisors first reported a position in Cummins in Q1 2024 and has held it in 7 quarters since.
  • Fortis Group Advisors's Cummins position peaked at $1.27M in Q1 2024.
  • 2,108 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.