IWA
CMI icon

Icon Wealth Advisors’s Cummins CMI Stock Holding History

Icon 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 		$5.55M Buy
7,781
+54
+0.7% +$35.6K 0.33% 57
2026
Q1 		$4.94M Buy
7,727
+5,756
+292% +$3.26M 0.32% 53
2025
Q4 		$1.01M Buy
1,971
+64
+3% +$29.9K 0.07% 175
2025
Q3 		$805K Buy
1,907
+56
+3% +$21.5K 0.05% 199
2025
Q2 		$606K Buy
1,851
+51
+3% +$15.8K 0.04% 234
2025
Q1 		$564K Buy
1,800
+240
+15% +$84.5K 0.05% 204
2024
Q4 		$544K Buy
1,560
+136
+10% +$47.8K 0.04% 203
2024
Q3 		$461K Buy
1,424
+96
+7% +$28.4K 0.04% 217
2024
Q2 		$388K Buy
1,328
+444
+50% +$127K 0.03% 243
2024
Q1 		$260K Buy
884
+286
+48% +$73.7K 0.02% 301
2023
Q4 		$143K Buy
+598
New +$136K 0.01% 365

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

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

Icon Wealth Advisors increased its Cummins (CMI) stake by 0.7% in Q2 2026, buying an estimated $35.6K and bringing the position to 7,781 shares worth $5.55M. The position accounts for 0.33% of the portfolio, ranked #57.

Icon Wealth Advisors first reported a position in CMI in Q4 2023 and has held it in 11 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Icon Wealth Advisors held 7,781 shares of Cummins worth $5.55M as of Q2 2026.
  • Icon Wealth Advisors bought 54 Cummins shares in Q2 2026, an estimated $35.6K.
  • Cummins made up 0.33% of Icon Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Icon Wealth Advisors first reported a position in Cummins in Q4 2023 and has held it in 11 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.