FFM
CMI icon

Forum Financial Management’s Cummins CMI Stock Holding History

Forum Financial Management’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 		$287K Buy
402
+24
+6% +$15.8K ﹤0.01% 278
2026
Q1 		$203K Sell
378
-1,565
-81% -$886K ﹤0.01% 308
2025
Q4 		$992K Buy
1,943
+3
+0.2% +$1.4K 0.01% 252
2025
Q3 		$819K Buy
1,940
+238
+14% +$91.2K 0.01% 282
2025
Q2 		$557K Buy
1,702
+96
+6% +$29.7K 0.01% 374
2025
Q1 		$503K Sell
1,606
-10
-0.6% -$3.52K 0.01% 369
2024
Q4 		$563K Buy
1,616
+455
+39% +$160K 0.01% 334
2024
Q3 		$376K Sell
1,161
-36
-3% -$10.7K 0.01% 422
2024
Q2 		$332K Buy
1,197
+42
+4% +$12K 0.01% 441
2024
Q1 		$340K Buy
1,155
+3
+0.3% +$773 0.01% 448
2023
Q4 		$276K Sell
1,152
-288
-20% -$65.5K 0.01% 491
2023
Q3 		$329K Buy
1,440
+138
+11% +$33.3K 0.01% 399
2023
Q2 		$319K Buy
1,302
+192
+17% +$43.5K 0.01% 411
2023
Q1 		$265K Buy
1,110
+1
+0.1% +$244 0.01% 447
2022
Q4 		$269K Buy
+1,109
New +$264K 0.01% 426
2022
Q2 		– Sell
-1,309
Closed -$268K – 596
2022
Q1 		$268K Sell
1,309
-145
-10% -$31.4K 0.01% 447
2021
Q4 		$317K Buy
+1,454
New +$331K 0.02% 390

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

Forum Financial Management's CMI Position: Q2 2026 in Review

Forum Financial Management increased its Cummins (CMI) stake by 6.3% in Q2 2026, buying an estimated $15.8K and bringing the position to 402 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Forum Financial Management first reported a position in CMI in Q4 2021 and has held it in 17 quarters since. The position peaked at $992K in Q4 2025. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Forum Financial Management held 402 shares of Cummins worth $287K as of Q2 2026.
  • Forum Financial Management bought 24 Cummins shares in Q2 2026, an estimated $15.8K.
  • Cummins made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #278 holding.
  • Forum Financial Management first reported a position in Cummins in Q4 2021 and has held it in 17 quarters since.
  • Forum Financial Management's Cummins position peaked at $992K in Q4 2025.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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