Larson Financial Group’s Cummins CMI Stock Holding History

Larson Financial Group’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	–	Sell	-100	Closed	-$1.18K	–	3801
2026 Q1	$1.18K	Buy	+100	New	+$56.6K	﹤0.01%	3105

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Larson Financial Group's CMI Position: Q2 2026 in Review

Larson Financial Group reduced its Cummins (CMI) stake by 2.5% in Q2 2026, selling an estimated $183K and leaving 10,708 shares worth $7.64M. The position accounts for 0.2% of the portfolio, ranked #85.

Larson Financial Group first reported a position in CMI in Q4 2018 and has held it in 31 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Larson Financial Group held 10,708 shares of Cummins worth $7.64M as of Q2 2026.
Larson Financial Group sold 277 Cummins shares in Q2 2026, an estimated $183K.
Cummins made up 0.2% of Larson Financial Group's portfolio in Q2 2026, its #85 holding.
Larson Financial Group first reported a position in Cummins in Q4 2018 and has held it in 31 quarters since.
2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.