KWM
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Kaydan Wealth Management’s Cummins CMI Stock Holding History

Kaydan 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 		$409K Hold
574
– – 0.12% 79
2026
Q1 		$309K Buy
574
+5
+0.9% +$2.83K 0.1% 84
2025
Q4 		$290K Hold
569
– – 0.08% 89
2025
Q3 		$240K Buy
+569
New +$218K 0.07% 105
2025
Q1 		– Sell
-595
Closed -$207K – 109
2024
Q4 		$207K Buy
+595
New +$209K 0.07% 103

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

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

Kaydan Wealth Management held its Cummins (CMI) position steady in Q2 2026 at 574 shares worth $409K. The position accounts for 0.12% of the portfolio, ranked #79.

Kaydan Wealth Management first reported a position in CMI in Q4 2024 and has held it in 5 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Kaydan Wealth Management held 574 shares of Cummins worth $409K as of Q2 2026.
  • Kaydan Wealth Management left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.12% of Kaydan Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Kaydan Wealth Management first reported a position in Cummins in Q4 2024 and has held it in 5 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.