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Forvis Mazars Wealth Advisors’s Cummins CMI Stock Holding History

Forvis Mazars 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 		$6.84M Buy
9,586
+331
+4% +$218K 0.11% 81
2026
Q1 		$4.98M Sell
9,255
-331
-3% -$187K 0.09% 95
2025
Q4 		$4.89M Sell
9,586
-249
-3% -$116K 0.09% 98
2025
Q3 		$4.15M Sell
9,835
-480
-5% -$184K 0.08% 104
2025
Q2 		$3.38M Buy
10,315
+1,668
+19% +$516K 0.07% 115
2025
Q1 		$2.71M Sell
8,647
-413
-5% -$145K 0.07% 128
2024
Q4 		$3.16M Sell
9,060
-376
-4% -$132K 0.07% 125
2024
Q3 		$3.06M Buy
9,436
+65
+0.7% +$19.3K 0.07% 133
2024
Q2 		$2.6M Buy
9,371
+152
+2% +$43.4K 0.06% 137
2024
Q1 		$2.72M Buy
9,219
+719
+8% +$185K 0.07% 135
2023
Q4 		$2.04M Buy
8,500
+200
+2% +$45.5K 0.06% 153
2023
Q3 		$1.9M Sell
8,300
-4,237
-34% -$1.02M 0.06% 151
2023
Q2 		$3.07M Buy
12,537
+7,107
+131% +$1.61M 0.09% 136
2023
Q1 		$1.3M Buy
5,430
+411
+8% +$100K 0.04% 182
2022
Q4 		$1.22M Buy
5,019
+439
+10% +$104K 0.04% 183
2022
Q3 		$932K Buy
4,580
+311
+7% +$66.2K 0.04% 194
2022
Q2 		$826K Sell
4,269
-47
-1% -$9.4K 0.03% 205
2022
Q1 		$885K Buy
4,316
+704
+19% +$152K 0.04% 151
2021
Q4 		$788K Buy
3,612
+668
+23% +$152K 0.03% 152
2021
Q3 		$661K Buy
2,944
+174
+6% +$40.8K 0.03% 152
2021
Q2 		$675K Buy
2,770
+424
+18% +$108K 0.03% 151
2021
Q1 		$608K Sell
2,346
-616
-21% -$154K 0.03% 159
2020
Q4 		$673K Buy
2,962
+470
+19% +$106K 0.03% 180
2020
Q3 		$526K Sell
2,492
-67
-3% -$13.3K 0.03% 200
2020
Q2 		$443K Buy
2,559
+690
+37% +$110K 0.03% 207
2020
Q1 		$253K Buy
+1,869
New +$291K 0.02% 246

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

Forvis Mazars Wealth Advisors's CMI Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Cummins (CMI) stake by 3.6% in Q2 2026, buying an estimated $218K and bringing the position to 9,586 shares worth $6.84M. The position accounts for 0.11% of the portfolio, ranked #81.

Forvis Mazars Wealth Advisors first reported a position in CMI in Q1 2020 and has held it in 26 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 9,586 shares of Cummins worth $6.84M as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 331 Cummins shares in Q2 2026, an estimated $218K.
  • Cummins made up 0.11% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Cummins in Q1 2020 and has held it in 26 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.