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Mindset Wealth Management’s Cummins CMI Stock Holding History

Mindset 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 		$1.63M Buy
2,289
+61
+3% +$40.2K 0.31% 35
2026
Q1 		$1.2M Buy
2,228
+68
+3% +$38.5K 0.32% 36
2025
Q4 		$1.1M Sell
2,160
-13
-0.6% -$6.08K 0.29% 37
2025
Q3 		$918K Sell
2,173
-2
-0.1% -$767 0.25% 40
2025
Q2 		$712K Buy
2,175
+85
+4% +$26.3K 0.23% 51
2025
Q1 		$655K Buy
2,090
+14
+0.7% +$4.93K 0.26% 47
2024
Q4 		$724K Buy
2,076
+35
+2% +$12.3K 0.26% 33
2024
Q3 		$661K Buy
+2,041
New +$605K 0.27% 37

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

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

Mindset Wealth Management increased its Cummins (CMI) stake by 2.7% in Q2 2026, buying an estimated $40.2K and bringing the position to 2,289 shares worth $1.63M. The position accounts for 0.31% of the portfolio, ranked #35.

Mindset Wealth Management first reported a position in CMI in Q3 2024 and has held it in 8 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Mindset Wealth Management held 2,289 shares of Cummins worth $1.63M as of Q2 2026.
  • Mindset Wealth Management bought 61 Cummins shares in Q2 2026, an estimated $40.2K.
  • Cummins made up 0.31% of Mindset Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Mindset Wealth Management first reported a position in Cummins in Q3 2024 and has held it in 8 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.