MCWA
CMI icon

Meadow Creek Wealth Advisors’s Cummins CMI Stock Holding History

Meadow Creek Wealth Advisors’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 		$270K Buy
+378
New +$249K 0.16% 116
2026
Q1 		– Sell
-517
Closed -$264K – 137
2025
Q4 		$264K Sell
517
-80
-13% -$37.4K 0.17% 114
2025
Q3 		$252K Buy
+597
New +$229K 0.17% 116

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

Meadow Creek Wealth Advisors's CMI Position: Q2 2026 in Review

Meadow Creek Wealth Advisors opened a new position in Cummins (CMI) in Q2 2026: 378 shares worth $270K. The stake represents 0.16% of the portfolio and ranks #116 among its holdings. This is a return to the name: Meadow Creek Wealth Advisors previously reported a position in CMI as recently as Q4 2025.

Meadow Creek Wealth Advisors first reported a position in CMI in Q3 2025 and has held it in 3 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Meadow Creek Wealth Advisors held 378 shares of Cummins worth $270K as of Q2 2026.
  • Cummins was a new Meadow Creek Wealth Advisors position in Q2 2026.
  • Cummins made up 0.16% of Meadow Creek Wealth Advisors's portfolio in Q2 2026, its #116 holding.
  • Meadow Creek Wealth Advisors first reported a position in Cummins in Q3 2025 and has held it in 3 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.