Intelligent Financial Strategies’s Cummins CMI Stock Holding History

Intelligent Financial Strategies’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	$139K	Hold	195	–	–	0.07%	42
2026 Q1	$105K	Hold	195	–	–	0.05%	43
2025 Q4	$99.5K	Hold	195	–	–	0.05%	47
2025 Q3	$82.4K	Hold	195	–	–	0.04%	47
2025 Q2	$63.9K	Hold	195	–	–	0.03%	53
2025 Q1	$61.1K	Hold	195	–	–	0.03%	53
2024 Q4	$68K	Hold	195	–	–	0.04%	51
2024 Q3	$63.1K	Hold	195	–	–	0.03%	53
2024 Q2	$54K	Hold	195	–	–	0.03%	53
2024 Q1	$57.5K	Hold	195	–	–	0.04%	54
2023 Q4	$46.7K	Hold	195	–	–	0.03%	56
2023 Q3	$44.5K	Hold	195	–	–	0.03%	61
2023 Q2	$47.8K	Hold	195	–	–	0.03%	62
2023 Q1	$46.6K	Hold	195	–	–	0.04%	64
2022 Q4	$47.2K	Hold	195	–	–	0.04%	66
2022 Q3	$40K	Hold	195	–	–	0.04%	63
2022 Q2	$38K	Hold	195	–	–	0.04%	66
2022 Q1	$40K	Hold	195	–	–	0.04%	76
2021 Q4	$43K	Buy	+195	New	+$44.4K	0.04%	75

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Intelligent Financial Strategies's CMI Position: Q2 2026 in Review

Intelligent Financial Strategies held its Cummins (CMI) position steady in Q2 2026 at 195 shares worth $139K. The position accounts for 0.07% of the portfolio, ranked #42.

Intelligent Financial Strategies first reported a position in CMI in Q4 2021 and has held it in 19 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Intelligent Financial Strategies held 195 shares of Cummins worth $139K as of Q2 2026.
Intelligent Financial Strategies left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.07% of Intelligent Financial Strategies's portfolio in Q2 2026, its #42 holding.
Intelligent Financial Strategies first reported a position in Cummins in Q4 2021 and has held it in 19 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.