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Holistic Planning’s Cummins CMI Stock Holding History

Holistic Planning’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 		$251K Buy
+352
New +$232K 0.04% 300

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 $3.37T AUM 44.26% 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

Holistic Planning's CMI Position: Q2 2026 in Review

Holistic Planning opened a new position in Cummins (CMI) in Q2 2026: 352 shares worth $251K. The stake represents 0.04% of the portfolio and ranks #300 among its holdings.

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

  • Holistic Planning held 352 shares of Cummins worth $251K as of Q2 2026.
  • Cummins was a new Holistic Planning position in Q2 2026.
  • Cummins made up 0.04% of Holistic Planning's portfolio in Q2 2026, its #300 holding.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.