KJWM
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Kiley Juergens Wealth Management’s Cummins CMI Stock Holding History

Kiley Juergens 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 		$210K Buy
+295
New +$194K 0.03% 228
2018
Q4 		– Sell
-665
Closed -$97K – 146
2018
Q3 		$97K Buy
665
+240
+56% +$33.8K 0.07% 156
2018
Q2 		$56K Buy
+425
New +$63.6K 0.05% 190
2018
Q1 		– Sell
-100
Closed -$17K – 177
2017
Q4 		$17K Buy
+100
New +$17.1K 0.02% 370

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

Kiley Juergens Wealth Management's CMI Position: Q2 2026 in Review

Kiley Juergens Wealth Management opened a new position in Cummins (CMI) in Q2 2026: 295 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #228 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in CMI as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in CMI in Q4 2017 and has held it in 4 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Kiley Juergens Wealth Management held 295 shares of Cummins worth $210K as of Q2 2026.
  • Cummins was a new Kiley Juergens Wealth Management position in Q2 2026.
  • Cummins made up 0.03% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #228 holding.
  • Kiley Juergens Wealth Management first reported a position in Cummins in Q4 2017 and has held it in 4 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.