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Kingsview Wealth Management’s Cummins CMI Stock Holding History

Kingsview 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 		$3.49M Buy
4,895
+657
+16% +$433K 0.04% 427
2026
Q1 		$2.28M Buy
4,238
+306
+8% +$173K 0.03% 482
2025
Q4 		$2.01M Buy
3,932
+329
+9% +$154K 0.03% 474
2025
Q3 		$1.52M Sell
3,603
-632
-15% -$242K 0.02% 512
2025
Q2 		$1.39M Sell
4,235
-176
-4% -$54.5K 0.02% 502
2025
Q1 		$1.38M Buy
4,411
+30
+0.7% +$10.6K 0.03% 467
2024
Q4 		$1.53M Sell
4,381
-9,721
-69% -$3.42M 0.03% 454
2024
Q3 		$4.57M Buy
14,102
+545
+4% +$161K 0.1% 210
2024
Q2 		$3.75M Buy
13,557
+10,095
+292% +$2.88M 0.09% 216
2024
Q1 		$1.02M Buy
3,462
+1,087
+46% +$280K 0.03% 493
2023
Q4 		$569K Sell
2,375
-36
-1% -$8.18K 0.02% 607
2023
Q3 		$551K Buy
2,411
+148
+7% +$35.7K 0.02% 596
2023
Q2 		$555K Buy
2,263
+10
+0.4% +$2.26K 0.02% 562
2023
Q1 		$538K Sell
2,253
-1,402
-38% -$342K 0.02% 553
2022
Q4 		$885K Buy
3,655
+1,234
+51% +$294K 0.04% 368
2022
Q3 		$493K Buy
2,421
+364
+18% +$77.4K 0.02% 509
2022
Q2 		$398K Sell
2,057
-590
-22% -$118K 0.02% 585
2022
Q1 		$543K Sell
2,647
-217
-8% -$46.9K 0.02% 552
2021
Q4 		$625K Buy
2,864
+930
+48% +$212K 0.03% 518
2021
Q3 		$434K Sell
1,934
-162
-8% -$38K 0.02% 587
2021
Q2 		$507K Sell
2,096
-1,786
-46% -$457K 0.03% 551
2021
Q1 		$1M Buy
+3,882
New +$970K 0.06% 330
2018
Q1 		– Sell
-1,436
Closed -$254K – 376
2017
Q4 		$254K Buy
+1,436
New +$246K 0.09% 265

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

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

Kingsview Wealth Management increased its Cummins (CMI) stake by 16% in Q2 2026, buying an estimated $433K and bringing the position to 4,895 shares worth $3.49M. The position accounts for 0.04% of the portfolio, ranked #427.

Kingsview Wealth Management first reported a position in CMI in Q4 2017 and has held it in 23 quarters since. The position peaked at $4.57M in Q3 2024. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Kingsview Wealth Management held 4,895 shares of Cummins worth $3.49M as of Q2 2026.
  • Kingsview Wealth Management bought 657 Cummins shares in Q2 2026, an estimated $433K.
  • Cummins made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #427 holding.
  • Kingsview Wealth Management first reported a position in Cummins in Q4 2017 and has held it in 23 quarters since.
  • Kingsview Wealth Management's Cummins position peaked at $4.57M in Q3 2024.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.