Heritage Wealth Management (Ohio)’s Cummins CMI Stock Holding History

Heritage Wealth Management (Ohio)’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	$222K	Buy	+311	New	+$205K	0.06%	253

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 Management (Ohio)'s CMI Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Cummins (CMI) in Q2 2026: 311 shares worth $222K. The stake represents 0.06% of the portfolio and ranks #253 among its holdings.

2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Heritage Wealth Management (Ohio) held 311 shares of Cummins worth $222K as of Q2 2026.
Cummins was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Cummins made up 0.06% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #253 holding.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.