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Lugano Financial Advisors SA (LFA)’s Cummins CMI Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$16.4K Buy
+23
New +$15.2K 0.01% 215
2021
Q1 		– Sell
-910
Closed -$207K – 101
2020
Q4 		$207K Hold
910
– – 0.16% 61
2020
Q3 		$189K Hold
910
– – 0.18% 64
2020
Q2 		$157K Hold
910
– – 0.17% 66
2020
Q1 		$146K Hold
910
– – 0.13% 79
2019
Q4 		$163K Buy
+910
New +$160K 0.12% 81

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

Lugano Financial Advisors SA (LFA)'s CMI Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) opened a new position in Cummins (CMI) in Q2 2026: 23 shares worth $16.4K. The stake represents 0.01% of the portfolio and ranks #215 among its holdings. This is a return to the name: Lugano Financial Advisors SA (LFA) previously reported a position in CMI as recently as Q4 2020.

Lugano Financial Advisors SA (LFA) first reported a position in CMI in Q4 2019 and has held it in 6 quarters since. The position peaked at $207K in Q4 2020. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 23 shares of Cummins worth $16.4K as of Q2 2026.
  • Cummins was a new Lugano Financial Advisors SA (LFA) position in Q2 2026.
  • Cummins made up 0.01% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #215 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Cummins in Q4 2019 and has held it in 6 quarters since.
  • Lugano Financial Advisors SA (LFA)'s Cummins position peaked at $207K in Q4 2020.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.