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HFM Investment Advisors’s Cummins CMI Stock Holding History

HFM Investment 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 		$7.13K Buy
10
+5
+100% +$3.29K ﹤0.01% 152
2026
Q1 		$2.69K Hold
5
– – ﹤0.01% 200
2025
Q4 		$2.55K Hold
5
– – ﹤0.01% 259
2025
Q3 		$2.11K Buy
5
+1
+25% +$383 ﹤0.01% 181
2025
Q2 		$1.31K Buy
4
+2
+100% +$619 ﹤0.01% 276
2025
Q1 		$627 Buy
+2
New +$705 ﹤0.01% 234

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

HFM Investment Advisors's CMI Position: Q2 2026 in Review

HFM Investment Advisors increased its Cummins (CMI) stake by 100% in Q2 2026, buying an estimated $3.29K and bringing the position to 10 shares worth $7.13K. The position accounts for ﹤0.01% of the portfolio, ranked #152.

HFM Investment Advisors first reported a position in CMI in Q1 2025 and has held it in 6 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • HFM Investment Advisors held 10 shares of Cummins worth $7.13K as of Q2 2026.
  • HFM Investment Advisors bought 5 Cummins shares in Q2 2026, an estimated $3.29K.
  • Cummins made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #152 holding.
  • HFM Investment Advisors first reported a position in Cummins in Q1 2025 and has held it in 6 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.