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Keystone Financial Group (Kentucky)’s Cummins CMI Stock Holding History

Keystone Financial Group (Kentucky)’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 		$702K Buy
984
+411
+72% +$271K 0.04% 274
2026
Q1 		$308K Buy
573
+101
+21% +$57.2K 0.02% 391
2025
Q4 		$241K Sell
472
-69
-13% -$32.3K 0.02% 397
2025
Q3 		$229K Buy
+541
New +$207K 0.02% 380

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

Keystone Financial Group (Kentucky)'s CMI Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Cummins (CMI) stake by 72% in Q2 2026, buying an estimated $271K and bringing the position to 984 shares worth $702K. The position accounts for 0.04% of the portfolio, ranked #274.

Keystone Financial Group (Kentucky) first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 984 shares of Cummins worth $702K as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 411 Cummins shares in Q2 2026, an estimated $271K.
  • Cummins made up 0.04% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #274 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.