Mascagni Wealth Management’s Cummins CMI Stock Holding History

Mascagni 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	$285K	Hold	400	–	–	0.18%	110
2026 Q1	$215K	Buy	+400	New	+$226K	0.15%	121

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Mascagni Wealth Management held its Cummins (CMI) position steady in Q2 2026 at 400 shares worth $285K. The position accounts for 0.18% of the portfolio, ranked #110.

Mascagni Wealth Management first reported a position in CMI in Q1 2026 and has held it in 2 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Mascagni Wealth Management held 400 shares of Cummins worth $285K as of Q2 2026.
Mascagni Wealth Management left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.18% of Mascagni Wealth Management's portfolio in Q2 2026, its #110 holding.
Mascagni Wealth Management first reported a position in Cummins in Q1 2026 and has held it in 2 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.