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Larry Mathis Financial Planning’s Cummins CMI Stock Holding History

Larry Mathis Financial Planning’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 		$466K Sell
653
-132
-17% -$87K 0.35% 73
2026
Q1 		$422K Sell
785
-26
-3% -$14.7K 0.38% 65
2025
Q4 		$414K Buy
+811
New +$379K 0.37% 85

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

Larry Mathis Financial Planning's CMI Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its Cummins (CMI) stake by 17% in Q2 2026, selling an estimated $87K and leaving 653 shares worth $466K. The position accounts for 0.35% of the portfolio, ranked #73.

Larry Mathis Financial Planning first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,090 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Larry Mathis Financial Planning held 653 shares of Cummins worth $466K as of Q2 2026.
  • Larry Mathis Financial Planning sold 132 Cummins shares in Q2 2026, an estimated $87K.
  • Cummins made up 0.35% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #73 holding.
  • Larry Mathis Financial Planning first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
  • 2,090 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.