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KPP Advisory Services’s Cummins CMI Stock Holding History

KPP Advisory Services’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 		$1.06M Sell
1,481
-29
-2% -$19.1K 0.13% 138
2026
Q1 		$812K Sell
1,510
-370
-20% -$209K 0.12% 158
2025
Q4 		$960K Buy
1,880
+2
+0.1% +$935 0.14% 135
2025
Q3 		$793K Buy
1,878
+10
+0.5% +$3.83K 0.12% 157
2025
Q2 		$612K Buy
1,868
+493
+36% +$153K 0.1% 167
2025
Q1 		$431K Buy
1,375
+2
+0.1% +$705 0.08% 194
2024
Q4 		$479K Sell
1,373
-11
-0.8% -$3.86K 0.11% 149
2024
Q3 		$448K Sell
1,384
-135
-9% -$40K 0.11% 153
2024
Q2 		$421K Sell
1,519
-31
-2% -$8.86K 0.11% 147
2024
Q1 		$457K Sell
1,550
-8
-0.5% -$2.06K 0.13% 136
2023
Q4 		$373K Sell
1,558
-20
-1% -$4.55K 0.33% 78
2023
Q3 		$361K Buy
+1,578
New +$381K 0.12% 128

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

KPP Advisory Services's CMI Position: Q2 2026 in Review

KPP Advisory Services reduced its Cummins (CMI) stake by 1.9% in Q2 2026, selling an estimated $19.1K and leaving 1,481 shares worth $1.06M. The position accounts for 0.13% of the portfolio, ranked #138.

KPP Advisory Services first reported a position in CMI in Q3 2023 and has held it in 12 quarters since. 2,100 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • KPP Advisory Services held 1,481 shares of Cummins worth $1.06M as of Q2 2026.
  • KPP Advisory Services sold 29 Cummins shares in Q2 2026, an estimated $19.1K.
  • Cummins made up 0.13% of KPP Advisory Services's portfolio in Q2 2026, its #138 holding.
  • KPP Advisory Services first reported a position in Cummins in Q3 2023 and has held it in 12 quarters since.
  • 2,100 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.