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Lodestone Wealth Management’s Cummins CMI Stock Holding History

Lodestone 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 		$7.57K Sell
11
-14
-56% -$9.22K ﹤0.01% 550
2026
Q1 		$13.2K Hold
25
– – 0.01% 471
2025
Q4 		$12.6K Buy
+25
New +$11.7K 0.01% 471

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

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

Lodestone Wealth Management reduced its Cummins (CMI) stake by 56% in Q2 2026, selling an estimated $9.22K and leaving 11 shares worth $7.57K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Lodestone Wealth Management first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.2K in Q1 2026. 2,092 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Lodestone Wealth Management held 11 shares of Cummins worth $7.57K as of Q2 2026.
  • Lodestone Wealth Management sold 14 Cummins shares in Q2 2026, an estimated $9.22K.
  • Cummins made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #550 holding.
  • Lodestone Wealth Management first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Cummins position peaked at $13.2K in Q1 2026.
  • 2,092 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.