JWM
CMI icon

JPL Wealth Management’s Cummins CMI Stock Holding History

JPL 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 		$25.7K Buy
36
+3
+9% +$1.98K 0.01% 386
2026
Q1 		$17.8K Buy
+33
New +$18.7K ﹤0.01% 413
2025
Q4 		– Sell
-27
Closed -$11.4K – 312
2025
Q3 		$11.4K Buy
+27
New +$10.4K ﹤0.01% 517

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 $3.38T AUM 44.17% 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

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

JPL Wealth Management increased its Cummins (CMI) stake by 9.1% in Q2 2026, buying an estimated $1.98K and bringing the position to 36 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #386.

JPL Wealth Management first reported a position in CMI in Q3 2025 and has held it in 3 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • JPL Wealth Management held 36 shares of Cummins worth $25.7K as of Q2 2026.
  • JPL Wealth Management bought 3 Cummins shares in Q2 2026, an estimated $1.98K.
  • Cummins made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #386 holding.
  • JPL Wealth Management first reported a position in Cummins in Q3 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 JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.