Heritage Wealth Advisors’s Cummins CMI Stock Holding History

Heritage Wealth 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	$9.27K	Hold	13	–	–	﹤0.01%	528
2026 Q1	$6.99K	Buy	+13	New	+$7.36K	﹤0.01%	545
2025 Q1	–	Sell	-14	Closed	-$4.88K	–	593
2024 Q4	$4.88K	Buy	14 +2	+17%	+$703	﹤0.01%	493
2024 Q3	$3.88K	Buy	+12	New	+$3.56K	﹤0.01%	507
2023 Q4	–	Sell	-230	Closed	-$52.5K	–	568
2023 Q3	$52.5K	Hold	230	–	–	﹤0.01%	296
2023 Q2	$56.3K	Hold	230	–	–	﹤0.01%	309
2023 Q1	$54.9K	Hold	230	–	–	﹤0.01%	311
2022 Q4	$55.6K	Hold	230	–	–	﹤0.01%	312
2022 Q3	$46.7K	Hold	230	–	–	﹤0.01%	303
2022 Q2	$44K	Hold	230	–	–	﹤0.01%	337
2022 Q1	$47K	Hold	230	–	–	﹤0.01%	320
2021 Q4	$50K	Hold	230	–	–	﹤0.01%	332
2021 Q3	$51.6K	Hold	230	–	–	﹤0.01%	312
2021 Q2	$56K	Hold	230	–	–	﹤0.01%	319
2021 Q1	$59.5K	Hold	230	–	–	﹤0.01%	315
2020 Q4	$52K	Hold	230	–	–	﹤0.01%	320
2020 Q3	$48.5K	Hold	230	–	–	0.01%	268
2020 Q2	$39.8K	Hold	230	–	–	0.01%	273
2020 Q1	$31.1K	Sell	230 -7	-3%	-$1.09K	0.01%	279
2019 Q4	$42.4K	Buy	237 +8	+3%	+$1.41K	0.01%	315
2019 Q3	$37K	Sell	229 -1	-0.4%	-$160	0.01%	302
2019 Q2	$39.3K	Buy	+230	New	+$37.7K	0.01%	283

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

Heritage Wealth Advisors's CMI Position: Q2 2026 in Review

Heritage Wealth Advisors held its Cummins (CMI) position steady in Q2 2026 at 13 shares worth $9.27K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Heritage Wealth Advisors first reported a position in CMI in Q2 2019 and has held it in 22 quarters since. The position peaked at $59.5K in Q1 2021. 2,092 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Heritage Wealth Advisors held 13 shares of Cummins worth $9.27K as of Q2 2026.
Heritage Wealth Advisors left its Cummins share count unchanged in Q2 2026.
Cummins made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #528 holding.
Heritage Wealth Advisors first reported a position in Cummins in Q2 2019 and has held it in 22 quarters since.
Heritage Wealth Advisors's Cummins position peaked at $59.5K in Q1 2021.
2,092 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.