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HB Wealth Management’s Cummins CMI Stock Holding History

HB Wealth Management’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 		$7.32M Buy
10,266
+506
+5% +$333K 0.04% 213
2026
Q1 		$5.25M Buy
9,760
+619
+7% +$350K 0.03% 249
2025
Q4 		$4.67M Buy
9,141
+674
+8% +$315K 0.03% 257
2025
Q3 		$3.58M Buy
8,467
+2,068
+32% +$793K 0.02% 298
2025
Q2 		$2.1M Buy
6,399
+205
+3% +$63.5K 0.02% 365
2025
Q1 		$1.94M Buy
6,194
+3,240
+110% +$1.14M 0.02% 390
2024
Q4 		$1.03M Sell
2,954
-115
-4% -$40.4K 0.01% 411
2024
Q3 		$994K Buy
3,069
+239
+8% +$70.8K 0.01% 398
2024
Q2 		$784K Buy
2,830
+232
+9% +$66.3K 0.01% 424
2024
Q1 		$766K Buy
2,598
+101
+4% +$26K 0.01% 397
2023
Q4 		$598K Sell
2,497
-259
-9% -$58.9K 0.01% 411
2023
Q3 		$630K Buy
2,756
+532
+24% +$128K 0.01% 379
2023
Q2 		$545K Buy
2,224
+490
+28% +$111K 0.01% 396
2023
Q1 		$414K Buy
1,734
+32
+2% +$7.81K 0.01% 457
2022
Q4 		$412K Buy
1,702
+88
+5% +$20.9K 0.01% 437
2022
Q3 		$328K Buy
1,614
+430
+36% +$91.5K 0.01% 419
2022
Q2 		$229K Buy
1,184
+109
+10% +$21.8K ﹤0.01% 511
2022
Q1 		$220K Buy
+1,075
New +$232K ﹤0.01% 540

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

HB Wealth Management's CMI Position: Q2 2026 in Review

HB Wealth Management increased its Cummins (CMI) stake by 5.2% in Q2 2026, buying an estimated $333K and bringing the position to 10,266 shares worth $7.32M. The position accounts for 0.04% of the portfolio, ranked #213.

HB Wealth Management first reported a position in CMI in Q1 2022 and has held it in 18 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • HB Wealth Management held 10,266 shares of Cummins worth $7.32M as of Q2 2026.
  • HB Wealth Management bought 506 Cummins shares in Q2 2026, an estimated $333K.
  • Cummins made up 0.04% of HB Wealth Management's portfolio in Q2 2026, its #213 holding.
  • HB Wealth Management first reported a position in Cummins in Q1 2022 and has held it in 18 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.