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Modern Wealth Management’s Cummins CMI Stock Holding History

Modern 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 		$2.06M Buy
2,893
+292
+11% +$192K 0.02% 389
2026
Q1 		$1.43M Buy
2,601
+106
+4% +$60K 0.02% 353
2025
Q4 		$1.27M Buy
2,495
+193
+8% +$90.2K 0.02% 360
2025
Q3 		$973K Buy
2,302
+34
+1% +$13K 0.02% 394
2025
Q2 		$743K Buy
2,268
+1
+0% +$310 0.02% 413
2025
Q1 		$711K Buy
+2,267
New +$799K 0.02% 357

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

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

Modern Wealth Management increased its Cummins (CMI) stake by 11% in Q2 2026, buying an estimated $192K and bringing the position to 2,893 shares worth $2.06M. The position accounts for 0.02% of the portfolio, ranked #389.

Modern Wealth Management first reported a position in CMI in Q1 2025 and has held it in 6 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Modern Wealth Management held 2,893 shares of Cummins worth $2.06M as of Q2 2026.
  • Modern Wealth Management bought 292 Cummins shares in Q2 2026, an estimated $192K.
  • Cummins made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #389 holding.
  • Modern Wealth Management first reported a position in Cummins in Q1 2025 and has held it in 6 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.