JDM Financial Group’s Cummins CMI Stock Holding History

JDM Financial Group’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
2025 Q2	–	Sell	-3	Closed	-$940	–	271
2025 Q1	$940	Hold	3	–	–	﹤0.01%	274
2024 Q4	$1.05K	Hold	3	–	–	﹤0.01%	292
2024 Q3	$971	Buy	+3	New	+$889	﹤0.01%	320

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JDM Financial Group's CMI Position: Q2 2025 in Review

JDM Financial Group sold out of Cummins (CMI) in Q2 2025, closing a stake of 3 shares — an estimated $940 sold.

JDM Financial Group first reported a position in CMI in Q3 2024 and held it in 3 quarters. The position peaked at $1.05K in Q4 2024. 1,561 funds tracked by Wall St. Rank hold CMI as of Q2 2025.

JDM Financial Group reported no remaining Cummins position as of Q2 2025 after selling out during the quarter.
JDM Financial Group sold 3 Cummins shares in Q2 2025, an estimated $940.
JDM Financial Group first reported a position in Cummins in Q3 2024 and held it in 3 quarters.
JDM Financial Group's Cummins position peaked at $1.05K in Q4 2024.
1,561 funds tracked by Wall St. Rank held Cummins as of Q2 2025.

Based on JDM Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.