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Kapstone Financial Advisors’s Cummins CMI Stock Holding History

Kapstone Financial 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 		$871K Hold
1,222
– – 0.36% 52
2026
Q1 		$657K Hold
1,222
– – 0.32% 55
2025
Q4 		$624K Hold
1,222
– – 0.31% 52
2025
Q3 		$516K Hold
1,222
– – 0.24% 56
2025
Q2 		$400K Hold
1,222
– – 0.2% 65
2025
Q1 		$383K Hold
1,222
– – 0.22% 68
2024
Q4 		$432K Hold
1,222
– – 0.23% 63
2024
Q3 		$399K Hold
1,222
– – 0.24% 65
2024
Q2 		$338K Hold
1,222
– – 0.22% 74
2024
Q1 		$360K Hold
1,222
– – 0.25% 70
2023
Q4 		$292K Hold
1,222
– – 0.23% 79
2023
Q3 		$279K Hold
1,222
– – 0.25% 70
2023
Q2 		$324K Hold
1,222
– – 0.27% 69
2023
Q1 		$282K Sell
1,222
-250
-17% -$61K 0.25% 75
2022
Q4 		$377K Buy
+1,472
New +$350K 0.34% 65

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

Kapstone Financial Advisors's CMI Position: Q2 2026 in Review

Kapstone Financial Advisors held its Cummins (CMI) position steady in Q2 2026 at 1,222 shares worth $871K. The position accounts for 0.36% of the portfolio, ranked #52.

Kapstone Financial Advisors first reported a position in CMI in Q4 2022 and has held it in 15 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Kapstone Financial Advisors held 1,222 shares of Cummins worth $871K as of Q2 2026.
  • Kapstone Financial Advisors left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.36% of Kapstone Financial Advisors's portfolio in Q2 2026, its #52 holding.
  • Kapstone Financial Advisors first reported a position in Cummins in Q4 2022 and has held it in 15 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.