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Meeder Advisory Services’s Cummins CMI Stock Holding History

Meeder Advisory Services’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 		$4.3M Buy
6,026
+309
+5% +$204K 0.16% 87
2026
Q1 		$3.08M Buy
5,717
+236
+4% +$134K 0.13% 112
2025
Q4 		$2.8M Buy
5,481
+112
+2% +$52.4K 0.12% 116
2025
Q3 		$2.27M Buy
5,369
+831
+18% +$319K 0.11% 140
2025
Q2 		$1.49M Sell
4,538
-27
-0.6% -$8.36K 0.08% 183
2025
Q1 		$1.43M Buy
4,565
+61
+1% +$21.5K 0.09% 188
2024
Q4 		$1.57M Buy
4,504
+101
+2% +$35.5K 0.1% 159
2024
Q3 		$1.43M Buy
4,403
+163
+4% +$48.3K 0.09% 176
2024
Q2 		$1.17M Buy
4,240
+816
+24% +$233K 0.08% 193
2024
Q1 		$1.01M Buy
3,424
+24
+0.7% +$6.18K 0.1% 167
2023
Q4 		$815K Sell
3,400
-162
-5% -$36.8K 0.09% 188
2023
Q3 		$814K Sell
3,562
-123
-3% -$29.7K 0.1% 160
2023
Q2 		$903K Sell
3,685
-146
-4% -$33.1K 0.1% 176
2023
Q1 		$915K Sell
3,831
-12
-0.3% -$2.93K 0.11% 166
2022
Q4 		$931K Buy
+3,843
New +$914K 0.12% 167

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

Meeder Advisory Services's CMI Position: Q2 2026 in Review

Meeder Advisory Services increased its Cummins (CMI) stake by 5.4% in Q2 2026, buying an estimated $204K and bringing the position to 6,026 shares worth $4.3M. The position accounts for 0.16% of the portfolio, ranked #87.

Meeder Advisory Services first reported a position in CMI in Q4 2022 and has held it in 15 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Meeder Advisory Services held 6,026 shares of Cummins worth $4.3M as of Q2 2026.
  • Meeder Advisory Services bought 309 Cummins shares in Q2 2026, an estimated $204K.
  • Cummins made up 0.16% of Meeder Advisory Services's portfolio in Q2 2026, its #87 holding.
  • Meeder Advisory Services first reported a position in Cummins in Q4 2022 and has held it in 15 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.