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JFS Wealth Advisors’s Cummins CMI Stock Holding History

JFS 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 		$108K Buy
152
+3
+2% +$1.98K 0.01% 416
2026
Q1 		$80.2K Sell
149
-6
-4% -$3.4K ﹤0.01% 436
2025
Q4 		$79.1K Buy
155
+72
+87% +$33.7K ﹤0.01% 448
2025
Q3 		$35.1K Hold
83
– – ﹤0.01% 576
2025
Q2 		$27.2K Buy
83
+4
+5% +$1.24K ﹤0.01% 591
2025
Q1 		$24.8K Hold
79
– – ﹤0.01% 615
2024
Q4 		$27.5K Sell
79
-5
-6% -$1.76K ﹤0.01% 570
2024
Q3 		$27.2K Buy
84
+2
+2% +$592 ﹤0.01% 577
2024
Q2 		$22.7K Sell
82
-1
-1% -$286 ﹤0.01% 576
2024
Q1 		$24.5K Sell
83
-2
-2% -$515 ﹤0.01% 583
2023
Q4 		$20.4K Buy
85
+10
+13% +$2.27K ﹤0.01% 581
2023
Q3 		$17.1K Hold
75
– – ﹤0.01% 584
2023
Q2 		$18.4K Sell
75
-8
-10% -$1.81K ﹤0.01% 568
2023
Q1 		$19.8K Sell
83
-3
-3% -$732 ﹤0.01% 539
2022
Q4 		$20.8K Buy
86
+6
+8% +$1.43K ﹤0.01% 528
2022
Q3 		$16K Buy
80
+36
+82% +$7.66K ﹤0.01% 616
2022
Q2 		$9K Sell
44
-17
-28% -$3.4K ﹤0.01% 787
2022
Q1 		$13K Buy
+61
New +$13.2K ﹤0.01% 706

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

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

JFS Wealth Advisors increased its Cummins (CMI) stake by 2% in Q2 2026, buying an estimated $1.98K and bringing the position to 152 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #416.

JFS Wealth Advisors first reported a position in CMI in Q1 2022 and has held it in 18 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • JFS Wealth Advisors held 152 shares of Cummins worth $108K as of Q2 2026.
  • JFS Wealth Advisors bought 3 Cummins shares in Q2 2026, an estimated $1.98K.
  • Cummins made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #416 holding.
  • JFS Wealth Advisors first reported a position in Cummins in Q1 2022 and has held it in 18 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.