Frisch Financial Group’s Cummins CMI Stock Holding History

Frisch Financial 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	–	Sell	-543	Closed	-$292K	–	190
2026 Q1	$292K	Buy	543 +12	+2%	+$6.79K	0.06%	135
2025 Q4	$271K	Buy	+531	New	+$248K	0.06%	128

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Frisch Financial Group's CMI Position: Q2 2026 in Review

Frisch Financial Group sold out of Cummins (CMI) in Q2 2026, closing a stake of 543 shares — an estimated $292K sold.

Frisch Financial Group first reported a position in CMI in Q4 2025 and held it in 2 quarters. The position peaked at $292K in Q1 2026. 2,100 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Frisch Financial Group reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
Frisch Financial Group sold 543 Cummins shares in Q2 2026, an estimated $292K.
Frisch Financial Group first reported a position in Cummins in Q4 2025 and held it in 2 quarters.
Frisch Financial Group's Cummins position peaked at $292K in Q1 2026.
2,100 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.