Helium Advisors’s Cummins CMI Stock Holding History

Helium 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	$320K	Hold	448	–	–	0.27%	79
2026 Q1	$241K	Hold	448	–	–	0.23%	86
2025 Q4	$229K	Buy	+448	New	+$209K	0.23%	75

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Helium Advisors's CMI Position: Q2 2026 in Review

Helium Advisors held its Cummins (CMI) position steady in Q2 2026 at 448 shares worth $320K. The position accounts for 0.27% of the portfolio, ranked #79.

Helium Advisors first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Helium Advisors held 448 shares of Cummins worth $320K as of Q2 2026.
Helium Advisors left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.27% of Helium Advisors's portfolio in Q2 2026, its #79 holding.
Helium Advisors first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.