LightSquare Wealth Management’s Cummins CMI Stock Holding History

LightSquare Wealth Management’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	$271K	Sell	380 -35	-8%	-$23.1K	0.19%	89
2026 Q1	$224K	Buy	+415	New	+$235K	0.17%	87

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 $3.37T AUM 44.26% 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

LightSquare Wealth Management's CMI Position: Q2 2026 in Review

LightSquare Wealth Management reduced its Cummins (CMI) stake by 8.4% in Q2 2026, selling an estimated $23.1K and leaving 380 shares worth $271K. The position accounts for 0.19% of the portfolio, ranked #89.

LightSquare Wealth Management first reported a position in CMI in Q1 2026 and has held it in 2 quarters since. 2,091 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

LightSquare Wealth Management held 380 shares of Cummins worth $271K as of Q2 2026.
LightSquare Wealth Management sold 35 Cummins shares in Q2 2026, an estimated $23.1K.
Cummins made up 0.19% of LightSquare Wealth Management's portfolio in Q2 2026, its #89 holding.
LightSquare Wealth Management first reported a position in Cummins in Q1 2026 and has held it in 2 quarters since.
2,091 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on LightSquare Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.