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BFC Planning, Inc.’s Cummins CMI Stock Holding History

BFC Planning, Inc.’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 		$10M Buy
14,022
+1,574
+13% +$1.04M 0.41% 46
2026
Q1 		$6.7M Buy
12,448
+2,096
+20% +$1.19M 0.3% 66
2025
Q4 		$5.28M Buy
10,352
+1,921
+23% +$898K 0.23% 90
2025
Q3 		$3.56M Buy
8,431
+7,553
+860% +$2.9M 0.26% 72
2025
Q2 		$288K Sell
878
-87
-9% -$26.9K 0.02% 503
2025
Q1 		$303K Buy
965
+143
+17% +$50.4K 0.03% 471
2024
Q4 		$286K Buy
+822
New +$289K 0.02% 486

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s CMI Position: Q2 2026 in Review

BFC Planning, Inc. increased its Cummins (CMI) stake by 13% in Q2 2026, buying an estimated $1.04M and bringing the position to 14,022 shares worth $10M. The position accounts for 0.41% of the portfolio, ranked #46.

BFC Planning, Inc. first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 2,113 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • BFC Planning, Inc. held 14,022 shares of Cummins worth $10M as of Q2 2026.
  • BFC Planning, Inc. bought 1,574 Cummins shares in Q2 2026, an estimated $1.04M.
  • Cummins made up 0.41% of BFC Planning, Inc.'s portfolio in Q2 2026, its #46 holding.
  • BFC Planning, Inc. first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 2,113 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.