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Foster Victor Wealth Advisors’s Cummins CMI Stock Holding History

Foster Victor 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 		$16.4M Buy
24,336
+420
+2% +$277K 0.86% 48
2026
Q1 		$14.7M Sell
23,916
-6,987
-23% -$3.95M 0.84% 51
2025
Q4 		$17.9M Sell
30,903
-877
-3% -$410K 1.04% 33
2025
Q3 		$13.8M Sell
31,780
-46
-0.1% -$17.6K 0.86% 54
2025
Q2 		$10.6M Buy
31,826
+1,938
+6% +$600K 0.72% 65
2025
Q1 		$8.54M Buy
29,888
+2,017
+7% +$711K 0.69% 66
2024
Q4 		$10.2M Sell
27,871
-1,254
-4% -$441K 0.78% 61
2024
Q3 		$9.7M Buy
29,125
+1,080
+4% +$320K 0.78% 59
2024
Q2 		$8.4M Buy
28,045
+1,666
+6% +$476K 0.7% 57
2024
Q1 		$7.99M Buy
26,379
+4,143
+19% +$1.07M 0.73% 61
2023
Q4 		$5.36M Buy
22,236
+1,232
+6% +$280K 0.55% 67
2023
Q3 		$4.78M Buy
21,004
+467
+2% +$113K 0.56% 64
2023
Q2 		$5M Buy
20,537
+1,388
+7% +$314K 0.56% 61
2023
Q1 		$4.44M Buy
19,149
+7,137
+59% +$1.74M 0.54% 67
2022
Q4 		$2.93M Buy
12,012
+573
+5% +$136K 0.37% 80
2022
Q3 		$2.53M Buy
+11,439
New +$2.43M 0.37% 74

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

Foster Victor Wealth Advisors's CMI Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Cummins (CMI) stake by 1.8% in Q2 2026, buying an estimated $277K and bringing the position to 24,336 shares worth $16.4M. The position accounts for 0.86% of the portfolio, ranked #48.

Foster Victor Wealth Advisors first reported a position in CMI in Q3 2022 and has held it in 16 quarters since. The position peaked at $17.9M in Q4 2025. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Foster Victor Wealth Advisors held 24,336 shares of Cummins worth $16.4M as of Q2 2026.
  • Foster Victor Wealth Advisors bought 420 Cummins shares in Q2 2026, an estimated $277K.
  • Cummins made up 0.86% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • Foster Victor Wealth Advisors first reported a position in Cummins in Q3 2022 and has held it in 16 quarters since.
  • Foster Victor Wealth Advisors's Cummins position peaked at $17.9M in Q4 2025.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.