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LifeGoal Wealth Advisors’s Cummins CMI Stock Holding History

LifeGoal Wealth 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 		$240K Buy
+337
New +$222K 0.11% 125

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LifeGoal Wealth Advisors's CMI Position: Q2 2026 in Review

LifeGoal Wealth Advisors opened a new position in Cummins (CMI) in Q2 2026: 337 shares worth $240K. The stake represents 0.11% of the portfolio and ranks #125 among its holdings.

949 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • LifeGoal Wealth Advisors held 337 shares of Cummins worth $240K as of Q2 2026.
  • Cummins was a new LifeGoal Wealth Advisors position in Q2 2026.
  • Cummins made up 0.11% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #125 holding.
  • 949 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.