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Kingswood Wealth Advisors’s Cummins CMI Stock Holding History

Kingswood Wealth Advisors’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 		$3.12M Buy
4,380
+271
+7% +$179K 0.13% 180
2026
Q1 		$2.21M Buy
4,109
+35
+0.9% +$19.8K 0.1% 217
2025
Q4 		$2.08M Buy
4,074
+2,418
+146% +$1.13M 0.1% 203
2025
Q3 		$699K Buy
1,656
+148
+10% +$56.7K 0.04% 390
2025
Q2 		$494K Sell
1,508
-109
-7% -$33.7K 0.04% 417
2025
Q1 		$509K Sell
1,617
-1,123
-41% -$396K 0.05% 392
2024
Q4 		$955K Sell
2,740
-1,956
-42% -$687K 0.07% 283
2024
Q3 		$1.52M Buy
4,696
+43
+0.9% +$12.7K 0.11% 215
2024
Q2 		$1.29M Buy
4,653
+660
+17% +$189K 0.12% 189
2024
Q1 		$1.18M Buy
3,993
+55
+1% +$14.2K 0.14% 175
2023
Q4 		$943K Buy
3,938
+736
+23% +$167K 0.11% 203
2023
Q3 		$732K Buy
+3,202
New +$773K 0.13% 186

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

Kingswood Wealth Advisors's CMI Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Cummins (CMI) stake by 6.6% in Q2 2026, buying an estimated $179K and bringing the position to 4,380 shares worth $3.12M. The position accounts for 0.13% of the portfolio, ranked #180.

Kingswood Wealth Advisors first reported a position in CMI in Q3 2023 and has held it in 12 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Kingswood Wealth Advisors held 4,380 shares of Cummins worth $3.12M as of Q2 2026.
  • Kingswood Wealth Advisors bought 271 Cummins shares in Q2 2026, an estimated $179K.
  • Cummins made up 0.13% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #180 holding.
  • Kingswood Wealth Advisors first reported a position in Cummins in Q3 2023 and has held it in 12 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.