Key Financial Inc’s Cummins CMI Stock Holding History

Key Financial Inc’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	$22.8K	Sell	32 -20	-38%	-$13.2K	﹤0.01%	701
2026 Q1	$28K	Buy	52 +20	+63%	+$11.3K	0.01%	656
2025 Q4	$16.3K	Sell	32 -4	-11%	-$1.87K	﹤0.01%	760
2025 Q3	$15.3K	Hold	36	–	–	﹤0.01%	774
2025 Q2	$11.8K	Hold	36	–	–	﹤0.01%	812
2025 Q1	$11.3K	Hold	36	–	–	﹤0.01%	789
2024 Q4	$12.6K	Buy	36 +4	+13%	+$1.41K	﹤0.01%	767
2024 Q3	$10.4K	Hold	32	–	–	﹤0.01%	787
2024 Q2	$8.86K	Hold	32	–	–	﹤0.01%	811
2024 Q1	$9.43K	Hold	32	–	–	﹤0.01%	778
2023 Q4	$7.67K	Hold	32	–	–	﹤0.01%	808
2023 Q3	$7.31K	Hold	32	–	–	﹤0.01%	803
2023 Q2	$7.84K	Hold	32	–	–	﹤0.01%	790
2023 Q1	$7.64K	Hold	32	–	–	﹤0.01%	734
2022 Q4	$6.51K	Hold	32	–	–	﹤0.01%	731
2022 Q3	$7K	Hold	32	–	–	﹤0.01%	709
2022 Q2	$6K	Hold	32	–	–	﹤0.01%	743
2022 Q1	$7K	Hold	32	–	–	﹤0.01%	710
2021 Q4	$7K	Hold	32	–	–	﹤0.01%	647
2021 Q3	$7K	Hold	32	–	–	﹤0.01%	641
2021 Q2	$7K	Hold	32	–	–	﹤0.01%	629
2021 Q1	$8K	Buy	+32	New	+$8K	0.01%	518

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Key Financial Inc's CMI Position: Q2 2026 in Review

Key Financial Inc reduced its Cummins (CMI) stake by 38% in Q2 2026, selling an estimated $13.2K and leaving 32 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Key Financial Inc first reported a position in CMI in Q1 2021 and has held it in 22 quarters since. The position peaked at $28K in Q1 2026. 2,092 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Key Financial Inc held 32 shares of Cummins worth $22.8K as of Q2 2026.
Key Financial Inc sold 20 Cummins shares in Q2 2026, an estimated $13.2K.
Cummins made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #701 holding.
Key Financial Inc first reported a position in Cummins in Q1 2021 and has held it in 22 quarters since.
Key Financial Inc's Cummins position peaked at $28K in Q1 2026.
2,092 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.