Intentional Wealth Strategies’s Cummins CMI Stock Holding History

Intentional Wealth 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	–	Sell	-16	Closed	-$8.61K	–	239
2026 Q1	$8.61K	Buy	+16	New	+$9.05K	0.01%	407

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

Intentional Wealth Strategies's CMI Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Cummins (CMI) in Q2 2026, closing a stake of 16 shares — an estimated $8.61K sold.

Intentional Wealth Strategies first reported a position in CMI in Q1 2026 and held it in 1 quarter. The position peaked at $8.61K in Q1 2026. 2,092 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Intentional Wealth Strategies reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 16 Cummins shares in Q2 2026, an estimated $8.61K.
Intentional Wealth Strategies first reported a position in Cummins in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Cummins position peaked at $8.61K in Q1 2026.
2,092 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.