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Fulcrum Wealth Advisors’s Cummins CMI Stock Holding History

Fulcrum 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 		$1.63M Sell
2,285
-4,245
-65% -$2.8M 1.25% 23
2026
Q1 		$3.51M Sell
6,530
-2,219
-25% -$1.26M 2.91% 9
2025
Q4 		$4.47M Buy
+8,749
New +$4.09M 3.67% 8

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

Fulcrum Wealth Advisors's CMI Position: Q2 2026 in Review

Fulcrum Wealth Advisors reduced its Cummins (CMI) stake by 65% in Q2 2026, selling an estimated $2.8M and leaving 2,285 shares worth $1.63M. The position accounts for 1.25% of the portfolio, ranked #23.

Fulcrum Wealth Advisors first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.47M in Q4 2025. 2,090 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Fulcrum Wealth Advisors held 2,285 shares of Cummins worth $1.63M as of Q2 2026.
  • Fulcrum Wealth Advisors sold 4,245 Cummins shares in Q2 2026, an estimated $2.8M.
  • Cummins made up 1.25% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Fulcrum Wealth Advisors first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
  • Fulcrum Wealth Advisors's Cummins position peaked at $4.47M in Q4 2025.
  • 2,090 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.