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Jacksonville Wealth Management’s Cummins CMI Stock Holding History

Jacksonville Wealth 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 		$597K Sell
836
-18
-2% -$11.9K 0.34% 41
2026
Q1 		$460K Buy
854
+1
+0.1% +$566 0.31% 43
2025
Q4 		$435K Buy
853
+2
+0.2% +$935 0.31% 50
2025
Q3 		$360K Buy
851
+2
+0.2% +$767 0.26% 52
2025
Q2 		$278K Buy
849
+11
+1% +$3.4K 0.22% 55
2025
Q1 		$263K Sell
838
-13
-2% -$4.58K 0.26% 52
2024
Q4 		$297K Buy
+851
New +$299K 0.28% 52

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

Jacksonville Wealth Management's CMI Position: Q2 2026 in Review

Jacksonville Wealth Management reduced its Cummins (CMI) stake by 2.1% in Q2 2026, selling an estimated $11.9K and leaving 836 shares worth $597K. The position accounts for 0.34% of the portfolio, ranked #41.

Jacksonville Wealth Management first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Jacksonville Wealth Management held 836 shares of Cummins worth $597K as of Q2 2026.
  • Jacksonville Wealth Management sold 18 Cummins shares in Q2 2026, an estimated $11.9K.
  • Cummins made up 0.34% of Jacksonville Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Jacksonville Wealth Management first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Jacksonville Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.