J. Safra Asset Management’s Cummins CMI Stock Holding History

J. Safra Asset Management’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	$3.57K	Hold	5	–	–	﹤0.01%	551
2026 Q1	$2.69K	Hold	5	–	–	﹤0.01%	572
2025 Q4	$2.55K	Buy	+5	New	+$2.34K	﹤0.01%	524

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 $3.38T AUM 44.17% 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

J. Safra Asset Management's CMI Position: Q2 2026 in Review

J. Safra Asset Management held its Cummins (CMI) position steady in Q2 2026 at 5 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

J. Safra Asset Management first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

J. Safra Asset Management held 5 shares of Cummins worth $3.57K as of Q2 2026.
J. Safra Asset Management left its Cummins share count unchanged in Q2 2026.
Cummins made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #551 holding.
J. Safra Asset Management first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.