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Jackson Grant Investment Advisers’s Cummins CMI Stock Holding History

Jackson Grant Investment Advisers’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 		$12.1K Hold
17
– – ﹤0.01% 295
2026
Q1 		$9.15K Hold
17
– – ﹤0.01% 308
2025
Q4 		$8.68K Hold
17
– – ﹤0.01% 311
2025
Q3 		$7.18K Hold
17
– – ﹤0.01% 318
2025
Q2 		$5.57K Hold
17
– – ﹤0.01% 307
2025
Q1 		$5.33K Hold
17
– – ﹤0.01% 302
2024
Q4 		$5.93K Hold
17
– – ﹤0.01% 301
2024
Q3 		$5.5K Hold
17
– – ﹤0.01% 308
2024
Q2 		$4.71K Hold
17
– – ﹤0.01% 319
2024
Q1 		$5.01K Hold
17
– – ﹤0.01% 303
2023
Q4 		$4.07K Hold
17
– – ﹤0.01% 306
2023
Q3 		$3.88K Hold
17
– – ﹤0.01% 305
2023
Q2 		$4.17K Hold
17
– – ﹤0.01% 305
2023
Q1 		$4.06K Buy
+17
New +$4.15K ﹤0.01% 335

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

Jackson Grant Investment Advisers's CMI Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Cummins (CMI) position steady in Q2 2026 at 17 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Jackson Grant Investment Advisers first reported a position in CMI in Q1 2023 and has held it in 14 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Jackson Grant Investment Advisers held 17 shares of Cummins worth $12.1K as of Q2 2026.
  • Jackson Grant Investment Advisers left its Cummins share count unchanged in Q2 2026.
  • Cummins made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #295 holding.
  • Jackson Grant Investment Advisers first reported a position in Cummins in Q1 2023 and has held it in 14 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.