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Frazier Financial Advisors’s Cummins CMI Stock Holding History

Frazier Financial 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 		– Sell
-2
Closed -$1.08K – 665
2026
Q1 		$1.08K Buy
+2
New +$1.13K ﹤0.01% 624
2024
Q4 		– Sell
-14
Closed -$4.53K – 694
2024
Q3 		$4.53K Sell
14
-25
-64% -$7.41K ﹤0.01% 545
2024
Q2 		$10.8K Buy
39
+11
+39% +$3.14K 0.01% 420
2024
Q1 		$8.25K Buy
28
+25
+833% +$6.44K 0.01% 464
2023
Q4 		$719 Buy
+3
New +$682 ﹤0.01% 793

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

Frazier Financial Advisors's CMI Position: Q2 2026 in Review

Frazier Financial Advisors sold out of Cummins (CMI) in Q2 2026, closing a stake of 2 shares — an estimated $1.08K sold.

Frazier Financial Advisors first reported a position in CMI in Q4 2023 and held it in 5 quarters. The position peaked at $10.8K in Q2 2024. 2,092 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Frazier Financial Advisors reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
  • Frazier Financial Advisors sold 2 Cummins shares in Q2 2026, an estimated $1.08K.
  • Frazier Financial Advisors first reported a position in Cummins in Q4 2023 and held it in 5 quarters.
  • Frazier Financial Advisors's Cummins position peaked at $10.8K in Q2 2024.
  • 2,092 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.