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Halbert Hargrove Global Advisors’s Cummins CMI Stock Holding History

Halbert Hargrove Global 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 		$585 Buy
+1
New +$659 ﹤0.01% 509
2025
Q4 		– Sell
-19
Closed -$8.03K – 438
2025
Q3 		$8.03K Buy
+19
New +$7.28K ﹤0.01% 354
2025
Q2 		– Sell
-1
Closed -$314 – 383
2025
Q1 		$314 Buy
+1
New +$352 ﹤0.01% 553

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

Halbert Hargrove Global Advisors's CMI Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Cummins (CMI) in Q2 2026: 1 share worth $585. The stake represents ﹤0.01% of the portfolio and ranks #509 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in CMI as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in CMI in Q1 2025 and has held it in 3 quarters since. The position peaked at $8.03K in Q3 2025. 2,105 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Halbert Hargrove Global Advisors held 1 share of Cummins worth $585 as of Q2 2026.
  • Cummins was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Cummins made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #509 holding.
  • Halbert Hargrove Global Advisors first reported a position in Cummins in Q1 2025 and has held it in 3 quarters since.
  • Halbert Hargrove Global Advisors's Cummins position peaked at $8.03K in Q3 2025.
  • 2,105 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.