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LexAurum Advisors’s Cummins CMI Stock Holding History

LexAurum 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 		$650K Sell
911
-3
-0.3% -$1.98K 0.08% 204
2026
Q1 		$492K Buy
+914
New +$517K 0.06% 233
2025
Q3 		$374K Sell
885
-38
-4% -$14.6K 0.05% 256
2025
Q2 		$302K Buy
923
+12
+1% +$3.71K 0.05% 273
2025
Q1 		$285K Sell
911
-200
-18% -$70.5K 0.05% 280
2024
Q4 		$387K Buy
1,111
+56
+5% +$19.7K 0.08% 219
2024
Q3 		$342K Hold
1,055
– – 0.08% 216
2024
Q2 		$292K Buy
1,055
+24
+2% +$6.86K 0.07% 227
2024
Q1 		$304K Buy
+1,031
New +$266K 0.08% 226

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

LexAurum Advisors's CMI Position: Q2 2026 in Review

LexAurum Advisors reduced its Cummins (CMI) stake by 0.33% in Q2 2026, selling an estimated $1.98K and leaving 911 shares worth $650K. The position accounts for 0.08% of the portfolio, ranked #204.

LexAurum Advisors first reported a position in CMI in Q1 2024 and has held it in 9 quarters since. 2,100 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • LexAurum Advisors held 911 shares of Cummins worth $650K as of Q2 2026.
  • LexAurum Advisors sold 3 Cummins shares in Q2 2026, an estimated $1.98K.
  • Cummins made up 0.08% of LexAurum Advisors's portfolio in Q2 2026, its #204 holding.
  • LexAurum Advisors first reported a position in Cummins in Q1 2024 and has held it in 9 quarters since.
  • 2,100 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.