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Marks Group Wealth Management’s Cummins CMI Stock Holding History

Marks Group 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 		$223K Buy
+312
New +$206K 0.02% 344

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

Marks Group Wealth Management's CMI Position: Q2 2026 in Review

Marks Group Wealth Management opened a new position in Cummins (CMI) in Q2 2026: 312 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #344 among its holdings.

2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Marks Group Wealth Management held 312 shares of Cummins worth $223K as of Q2 2026.
  • Cummins was a new Marks Group Wealth Management position in Q2 2026.
  • Cummins made up 0.02% of Marks Group Wealth Management's portfolio in Q2 2026, its #344 holding.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.