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ICW Investment Advisors’s Cummins CMI Stock Holding History

ICW Investment 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 		$547K Sell
767
-16
-2% -$10.5K 0.19% 113
2026
Q1 		$421K Buy
783
+60
+8% +$34K 0.15% 125
2025
Q4 		$369K Buy
723
+18
+3% +$8.41K 0.13% 127
2025
Q3 		$298K Buy
705
+17
+2% +$6.52K 0.11% 136
2025
Q2 		$225K Buy
+688
New +$213K 0.09% 138

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

ICW Investment Advisors's CMI Position: Q2 2026 in Review

ICW Investment Advisors reduced its Cummins (CMI) stake by 2% in Q2 2026, selling an estimated $10.5K and leaving 767 shares worth $547K. The position accounts for 0.19% of the portfolio, ranked #113.

ICW Investment Advisors first reported a position in CMI in Q2 2025 and has held it in 5 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • ICW Investment Advisors held 767 shares of Cummins worth $547K as of Q2 2026.
  • ICW Investment Advisors sold 16 Cummins shares in Q2 2026, an estimated $10.5K.
  • Cummins made up 0.19% of ICW Investment Advisors's portfolio in Q2 2026, its #113 holding.
  • ICW Investment Advisors first reported a position in Cummins in Q2 2025 and has held it in 5 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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