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Halter Ferguson Financial’s Cummins CMI Stock Holding History

Halter Ferguson Financial’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 		$763K Hold
1,070
– – 0.12% 27
2026
Q1 		$576K Hold
1,070
– – 0.13% 29
2025
Q4 		$546K Sell
1,070
-3
-0.3% -$1.4K 0.12% 30
2025
Q3 		$453K Hold
1,073
– – 0.1% 26
2025
Q2 		$351K Hold
1,073
– – 0.12% 24
2025
Q1 		$336K Sell
1,073
-1
-0.1% -$352 0.17% 26
2024
Q4 		$374K Hold
1,074
– – 0.15% 26
2024
Q3 		$348K Hold
1,074
– – 0.19% 25
2024
Q2 		$297K Buy
+1,074
New +$307K 0.21% 24

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

Halter Ferguson Financial's CMI Position: Q2 2026 in Review

Halter Ferguson Financial held its Cummins (CMI) position steady in Q2 2026 at 1,070 shares worth $763K. The position accounts for 0.12% of the portfolio, ranked #27.

Halter Ferguson Financial first reported a position in CMI in Q2 2024 and has held it in 9 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Halter Ferguson Financial held 1,070 shares of Cummins worth $763K as of Q2 2026.
  • Halter Ferguson Financial left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.12% of Halter Ferguson Financial's portfolio in Q2 2026, its #27 holding.
  • Halter Ferguson Financial first reported a position in Cummins in Q2 2024 and has held it in 9 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Halter Ferguson Financial's 13F filing for Q2 2026, filed 3 Aug 2026.