HORAN Wealth’s Cummins CMI Stock Holding History

HORAN 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	$1.32M	Buy	1,856 +5	+0.3%	+$3.29K	0.17%	81
2026 Q1	$945K	Buy	+1,851	New	+$1.05M	0.09%	100
2025 Q4	–	Sell	-1,849	Closed	-$781K	–	180
2025 Q3	$781K	Buy	+1,849	New	+$709K	0.12%	109

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

HORAN Wealth's CMI Position: Q2 2026 in Review

HORAN Wealth increased its Cummins (CMI) stake by 0.27% in Q2 2026, buying an estimated $3.29K and bringing the position to 1,856 shares worth $1.32M. The position accounts for 0.17% of the portfolio, ranked #81.

HORAN Wealth first reported a position in CMI in Q3 2025 and has held it in 3 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

HORAN Wealth held 1,856 shares of Cummins worth $1.32M as of Q2 2026.
HORAN Wealth bought 5 Cummins shares in Q2 2026, an estimated $3.29K.
Cummins made up 0.17% of HORAN Wealth's portfolio in Q2 2026, its #81 holding.
HORAN Wealth first reported a position in Cummins in Q3 2025 and has held it in 3 quarters since.
2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.