Innovative Asset Advisors Group’s Cummins CMI Stock Holding History

Innovative Asset Advisors Group’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	–	Sell	-3	Closed	-$1.61K	–	430
2026 Q1	$1.61K	Buy	+3	New	+$1.7K	﹤0.01%	929

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

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Innovative Asset Advisors Group's CMI Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Cummins (CMI) in Q2 2026, closing a stake of 3 shares — an estimated $1.61K sold.

Innovative Asset Advisors Group first reported a position in CMI in Q1 2026 and held it in 1 quarter. The position peaked at $1.61K in Q1 2026. 2,007 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Innovative Asset Advisors Group reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
Innovative Asset Advisors Group sold 3 Cummins shares in Q2 2026, an estimated $1.61K.
Innovative Asset Advisors Group first reported a position in Cummins in Q1 2026 and held it in 1 quarter.
Innovative Asset Advisors Group's Cummins position peaked at $1.61K in Q1 2026.
2,007 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.