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Legacy Financial Advisors’s Cummins CMI Stock Holding History

Legacy Financial Advisors’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 		$681K Buy
955
+19
+2% +$12.5K 0.08% 186
2026
Q1 		$503K Buy
936
+32
+4% +$18.1K 0.07% 237
2025
Q4 		$461K Buy
904
+165
+22% +$77.1K 0.06% 235
2025
Q3 		$312K Buy
739
+126
+21% +$48.3K 0.04% 312
2025
Q2 		$201K Sell
613
-63
-9% -$19.5K 0.03% 337
2025
Q1 		$212K Buy
676
+49
+8% +$17.3K 0.04% 343
2024
Q4 		$219K Buy
+627
New +$220K 0.04% 323
2019
Q2 		– Sell
-72
Closed -$11K – 272
2019
Q1 		$11K Buy
72
+12
+20% +$1.8K ﹤0.01% 592
2018
Q4 		$8K Buy
60
+36
+150% +$5.08K ﹤0.01% 614
2018
Q3 		$3K Hold
24
– – ﹤0.01% 754
2018
Q2 		$3K Sell
24
-399
-94% -$59.7K ﹤0.01% 771
2018
Q1 		$68K Buy
423
+417
+6,950% +$71.7K 0.03% 208
2017
Q4 		$1K Buy
+6
New +$1.03K ﹤0.01% 768

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

Legacy Financial Advisors's CMI Position: Q2 2026 in Review

Legacy Financial Advisors increased its Cummins (CMI) stake by 2% in Q2 2026, buying an estimated $12.5K and bringing the position to 955 shares worth $681K. The position accounts for 0.08% of the portfolio, ranked #186.

Legacy Financial Advisors first reported a position in CMI in Q4 2017 and has held it in 13 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Legacy Financial Advisors held 955 shares of Cummins worth $681K as of Q2 2026.
  • Legacy Financial Advisors bought 19 Cummins shares in Q2 2026, an estimated $12.5K.
  • Cummins made up 0.08% of Legacy Financial Advisors's portfolio in Q2 2026, its #186 holding.
  • Legacy Financial Advisors first reported a position in Cummins in Q4 2017 and has held it in 13 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.