FPCG
CMI icon

Forum Private Client Group’s Cummins CMI Stock Holding History

Forum Private Client Group’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 		$468K Buy
656
+3
+0.5% +$1.98K 0.14% 55
2026
Q1 		$351K Buy
653
+1
+0.2% +$566 0.12% 61
2025
Q4 		$333K Buy
652
+1
+0.2% +$467 0.11% 63
2025
Q3 		$275K Buy
651
+2
+0.3% +$767 0.1% 70
2025
Q2 		$212K Buy
649
+2
+0.3% +$619 0.08% 79
2025
Q1 		$203K Buy
+647
New +$228K 0.09% 75

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 Private Client Group's CMI Position: Q2 2026 in Review

Forum Private Client Group increased its Cummins (CMI) stake by 0.46% in Q2 2026, buying an estimated $1.98K and bringing the position to 656 shares worth $468K. The position accounts for 0.14% of the portfolio, ranked #55.

Forum Private Client Group first reported a position in CMI in Q1 2025 and has held it in 6 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Forum Private Client Group held 656 shares of Cummins worth $468K as of Q2 2026.
  • Forum Private Client Group bought 3 Cummins shares in Q2 2026, an estimated $1.98K.
  • Cummins made up 0.14% of Forum Private Client Group's portfolio in Q2 2026, its #55 holding.
  • Forum Private Client Group first reported a position in Cummins in Q1 2025 and has held it in 6 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.