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 Q1	$1.18K	Buy	+100	New	+$56.6K	﹤0.01%	3105

Other funds holding CMI

BlackRock New York $5.72T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Larson Financial Group's CMI Position: Q1 2026 in Review

Larson Financial Group increased its Cummins (CMI) stake by 6.2% in Q1 2026, buying an estimated $366K and bringing the position to 10,985 shares worth $5.91M. The position accounts for 0.19% of the portfolio, ranked #98.

Larson Financial Group first reported a position in CMI in Q4 2018 and has held it in 30 quarters since. 1,956 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Larson Financial Group held 10,985 shares of Cummins worth $5.91M as of Q1 2026.
Larson Financial Group bought 646 Cummins shares in Q1 2026, an estimated $366K.
Cummins made up 0.19% of Larson Financial Group's portfolio in Q1 2026, its #98 holding.
Larson Financial Group first reported a position in Cummins in Q4 2018 and has held it in 30 quarters since.
1,956 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.