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Lloyd Advisory Services’s Cummins CMI Stock Holding History

Lloyd Advisory Services’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 		$5.18K Buy
+7
New +$4.61K ﹤0.01% 422
2026
Q1 		– Sell
-8
Closed -$4.02K – 887
2025
Q4 		$4.02K Buy
+8
New +$3.74K ﹤0.01% 422

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 $3.38T AUM 44.17% 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

Lloyd Advisory Services's CMI Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Cummins (CMI) in Q2 2026: 7 shares worth $5.18K. The stake represents ﹤0.01% of the portfolio and ranks #422 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in CMI as recently as Q4 2025.

Lloyd Advisory Services first reported a position in CMI in Q4 2025 and has held it in 2 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Lloyd Advisory Services held 7 shares of Cummins worth $5.18K as of Q2 2026.
  • Cummins was a new Lloyd Advisory Services position in Q2 2026.
  • Cummins made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #422 holding.
  • Lloyd Advisory Services first reported a position in Cummins in Q4 2025 and has held it in 2 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.