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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return