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Mark Sheptoff Financial Planning’s Cummins CMI Stock Holding History

Mark Sheptoff Financial Planning’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
2025
Q3 		– Sell
-9
Closed -$2.95K – 499
2025
Q2 		$2.95K Buy
+9
New +$2.79K ﹤0.01% 442
2022
Q3 		– Sell
-200
Closed -$39K – 369
2022
Q2 		$39K Buy
+200
New +$40K 0.02% 173

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mark Sheptoff Financial Planning's CMI Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Cummins (CMI) in Q3 2025, closing a stake of 9 shares — an estimated $2.95K sold.

Mark Sheptoff Financial Planning first reported a position in CMI in Q2 2022 and held it in 2 quarters. The position peaked at $39K in Q2 2022. 1,684 funds tracked by Wall St. Rank hold CMI as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Cummins position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 9 Cummins shares in Q3 2025, an estimated $2.95K.
  • Mark Sheptoff Financial Planning first reported a position in Cummins in Q2 2022 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Cummins position peaked at $39K in Q2 2022.
  • 1,684 funds tracked by Wall St. Rank held Cummins as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.