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IBEX Wealth Advisors’s Cummins CMI Stock Holding History

IBEX Wealth 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 		$283K Buy
+397
New +$262K 0.02% 188
2024
Q3 		– Sell
-84
Closed -$23.3K – 105
2024
Q2 		$23.3K Buy
+84
New +$24K ﹤0.01% 187
2021
Q4 		– Sell
-84
Closed -$19K – 231
2021
Q3 		$19K Buy
+84
New +$19.7K ﹤0.01% 319

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

IBEX Wealth Advisors's CMI Position: Q2 2026 in Review

IBEX Wealth Advisors opened a new position in Cummins (CMI) in Q2 2026: 397 shares worth $283K. The stake represents 0.02% of the portfolio and ranks #188 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in CMI as recently as Q2 2024.

IBEX Wealth Advisors first reported a position in CMI in Q3 2021 and has held it in 3 quarters since. 2,104 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • IBEX Wealth Advisors held 397 shares of Cummins worth $283K as of Q2 2026.
  • Cummins was a new IBEX Wealth Advisors position in Q2 2026.
  • Cummins made up 0.02% of IBEX Wealth Advisors's portfolio in Q2 2026, its #188 holding.
  • IBEX Wealth Advisors first reported a position in Cummins in Q3 2021 and has held it in 3 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.