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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HORAN Wealth's CMI Position: Q1 2026 in Review

HORAN Wealth opened a new position in Cummins (CMI) in Q1 2026: 1,851 shares worth $945K. The stake represents 0.09% of the portfolio and ranks #100 among its holdings. This is a return to the name: HORAN Wealth previously reported a position in CMI as recently as Q3 2025.

HORAN Wealth first reported a position in CMI in Q3 2025 and has held it in 2 quarters since. 1,956 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

HORAN Wealth held 1,851 shares of Cummins worth $945K as of Q1 2026.
Cummins was a new HORAN Wealth position in Q1 2026.
Cummins made up 0.09% of HORAN Wealth's portfolio in Q1 2026, its #100 holding.
HORAN Wealth first reported a position in Cummins in Q3 2025 and has held it in 2 quarters since.
1,956 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.