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Mattern Wealth Management’s Cummins CMI Stock Holding History

Mattern 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 		$253K Buy
+355
New +$234K 0.04% 162
2022
Q2 		– Sell
-1,121
Closed -$230K – 154
2022
Q1 		$230K Hold
1,121
– – 0.08% 148
2021
Q4 		$245K Hold
1,121
– – 0.07% 156
2021
Q3 		$252K Buy
1,121
+11
+1% +$2.58K 0.08% 148
2021
Q2 		$265K Hold
1,110
– – 0.08% 150
2021
Q1 		$288K Buy
1,110
+135
+14% +$33.7K 0.1% 136
2020
Q4 		$221K Buy
+975
New +$219K 0.08% 144

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

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

Mattern Wealth Management opened a new position in Cummins (CMI) in Q2 2026: 355 shares worth $253K. The stake represents 0.04% of the portfolio and ranks #162 among its holdings. This is a return to the name: Mattern Wealth Management previously reported a position in CMI as recently as Q1 2022.

Mattern Wealth Management first reported a position in CMI in Q4 2020 and has held it in 7 quarters since. The position peaked at $288K in Q1 2021. 2,103 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Mattern Wealth Management held 355 shares of Cummins worth $253K as of Q2 2026.
  • Cummins was a new Mattern Wealth Management position in Q2 2026.
  • Cummins made up 0.04% of Mattern Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Mattern Wealth Management first reported a position in Cummins in Q4 2020 and has held it in 7 quarters since.
  • Mattern Wealth Management's Cummins position peaked at $288K in Q1 2021.
  • 2,103 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.