IWA
CMI icon

Invera Wealth Advisors’s Cummins CMI Stock Holding History

Invera 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 		$2.55M Sell
3,578
-2,316
-39% -$1.53M 1.37% 24
2026
Q1 		$3.17M Sell
5,894
-210
-3% -$119K 2.04% 16
2025
Q4 		$3.12M Sell
6,104
-360
-6% -$168K 1.97% 19
2025
Q3 		$2.73M Sell
6,464
-114
-2% -$43.7K 1.68% 19
2025
Q2 		$2.15M Sell
6,578
-87
-1% -$26.9K 1.4% 24
2025
Q1 		$2.09M Buy
+6,665
New +$2.35M 1.35% 24
2024
Q1 		– Sell
-7,345
Closed -$1.76M – 65
2023
Q4 		$1.76M Buy
+7,345
New +$1.67M 1.1% 31

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

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

Invera Wealth Advisors reduced its Cummins (CMI) stake by 39% in Q2 2026, selling an estimated $1.53M and leaving 3,578 shares worth $2.55M. The position accounts for 1.37% of the portfolio, ranked #24.

Invera Wealth Advisors first reported a position in CMI in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.17M in Q1 2026. 2,101 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Invera Wealth Advisors held 3,578 shares of Cummins worth $2.55M as of Q2 2026.
  • Invera Wealth Advisors sold 2,316 Cummins shares in Q2 2026, an estimated $1.53M.
  • Cummins made up 1.37% of Invera Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Invera Wealth Advisors first reported a position in Cummins in Q4 2023 and has held it in 7 quarters since.
  • Invera Wealth Advisors's Cummins position peaked at $3.17M in Q1 2026.
  • 2,101 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.