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Kovack Advisors’s Cummins CMI Stock Holding History

Kovack 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 		$889K Sell
1,284
-1
-0.1% -$659 0.04% 424
2026
Q1 		$701K Buy
1,285
+211
+20% +$119K 0.04% 489
2025
Q4 		$548K Buy
+1,074
New +$502K 0.03% 567
2022
Q2 		– Sell
-1,306
Closed -$267K – 629
2022
Q1 		$267K Buy
+1,306
New +$282K 0.03% 558
2021
Q4 		– Sell
-1,418
Closed -$318K – 718
2021
Q3 		$318K Sell
1,418
-26
-2% -$6.09K 0.03% 506
2021
Q2 		$352K Buy
1,444
+125
+9% +$32K 0.04% 455
2021
Q1 		$342K Buy
+1,319
New +$330K 0.04% 410

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

Kovack Advisors's CMI Position: Q2 2026 in Review

Kovack Advisors reduced its Cummins (CMI) stake by 0.08% in Q2 2026, selling an estimated $659 and leaving 1,284 shares worth $889K. The position accounts for 0.04% of the portfolio, ranked #424.

Kovack Advisors first reported a position in CMI in Q1 2021 and has held it in 7 quarters since. 2,104 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Kovack Advisors held 1,284 shares of Cummins worth $889K as of Q2 2026.
  • Kovack Advisors sold 1 Cummins share in Q2 2026, an estimated $659.
  • Cummins made up 0.04% of Kovack Advisors's portfolio in Q2 2026, its #424 holding.
  • Kovack Advisors first reported a position in Cummins in Q1 2021 and has held it in 7 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.