High Note Wealth’s Cummins CMI Stock Holding History

High Note Wealth’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	$90.6K	Buy	127 +5	+4%	+$3.29K	0.02%	165
2026 Q1	$65.6K	Buy	122 +2	+2%	+$1.13K	0.01%	183
2025 Q4	$61.3K	Buy	120 +9	+8%	+$4.21K	0.01%	180
2025 Q3	$46.9K	Hold	111	–	–	0.01%	181
2025 Q2	$36.4K	Hold	111	–	–	0.01%	198
2025 Q1	$34.8K	Hold	111	–	–	0.01%	197
2024 Q4	$38.7K	Buy	+111	New	+$39K	0.01%	187

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

High Note Wealth's CMI Position: Q2 2026 in Review

High Note Wealth increased its Cummins (CMI) stake by 4.1% in Q2 2026, buying an estimated $3.29K and bringing the position to 127 shares worth $90.6K. The position accounts for 0.02% of the portfolio, ranked #165.

High Note Wealth first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

High Note Wealth held 127 shares of Cummins worth $90.6K as of Q2 2026.
High Note Wealth bought 5 Cummins shares in Q2 2026, an estimated $3.29K.
Cummins made up 0.02% of High Note Wealth's portfolio in Q2 2026, its #165 holding.
High Note Wealth first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.