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Glass Jacobson Investment Advisors’s Cummins CMI Stock Holding History

Glass Jacobson Investment 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 		$1.43K Hold
2
– – ﹤0.01% 561
2026
Q1 		$1.08K Buy
+2
New +$1.13K ﹤0.01% 561
2025
Q2 		– Sell
-7
Closed -$2.44K – 606
2025
Q1 		$2.44K Hold
7
– – ﹤0.01% 736
2024
Q4 		$2.44K Buy
+7
New +$2.46K ﹤0.01% 736

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

Glass Jacobson Investment Advisors's CMI Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Cummins (CMI) position steady in Q2 2026 at 2 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Glass Jacobson Investment Advisors first reported a position in CMI in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.44K in Q1 2025. 2,092 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Glass Jacobson Investment Advisors held 2 shares of Cummins worth $1.43K as of Q2 2026.
  • Glass Jacobson Investment Advisors left its Cummins share count unchanged in Q2 2026.
  • Cummins made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #561 holding.
  • Glass Jacobson Investment Advisors first reported a position in Cummins in Q4 2024 and has held it in 4 quarters since.
  • Glass Jacobson Investment Advisors's Cummins position peaked at $2.44K in Q1 2025.
  • 2,092 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.