Midland Wealth Advisors’s Cummins CMI Stock Holding History

Midland 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
2025 Q2	–	Sell	-641	Closed	-$201K	–	178
2025 Q1	$201K	Sell	641 -91	-12%	-$32.1K	0.01%	177
2024 Q4	$255K	Sell	732 -9	-1%	-$3.16K	0.02%	175
2024 Q3	$240K	Buy	+741	New	+$220K	0.01%	182

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Midland Wealth Advisors's CMI Position: Q2 2025 in Review

Midland Wealth Advisors sold out of Cummins (CMI) in Q2 2025, closing a stake of 641 shares — an estimated $201K sold.

Midland Wealth Advisors first reported a position in CMI in Q3 2024 and held it in 3 quarters. The position peaked at $255K in Q4 2024. 1,561 funds tracked by Wall St. Rank hold CMI as of Q2 2025.

Midland Wealth Advisors reported no remaining Cummins position as of Q2 2025 after selling out during the quarter.
Midland Wealth Advisors sold 641 Cummins shares in Q2 2025, an estimated $201K.
Midland Wealth Advisors first reported a position in Cummins in Q3 2024 and held it in 3 quarters.
Midland Wealth Advisors's Cummins position peaked at $255K in Q4 2024.
1,561 funds tracked by Wall St. Rank held Cummins as of Q2 2025.

Based on Midland Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.