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MONECO Advisors’s Cummins CMI Stock Holding History

MONECO 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 		$2.7M Buy
3,782
+1,774
+88% +$1.17M 0.16% 130
2026
Q1 		$1.08M Buy
2,008
+127
+7% +$71.9K 0.08% 205
2025
Q4 		$960K Buy
1,881
+22
+1% +$10.3K 0.08% 216
2025
Q3 		$785K Sell
1,859
-6
-0.3% -$2.3K 0.07% 234
2025
Q2 		$611K Buy
1,865
+44
+2% +$13.6K 0.06% 255
2025
Q1 		$571K Buy
1,821
+5
+0.3% +$1.76K 0.06% 254
2024
Q4 		$633K Buy
1,816
+39
+2% +$13.7K 0.07% 241
2024
Q3 		$575K Sell
1,777
-301
-14% -$89.2K 0.07% 231
2024
Q2 		$575K Sell
2,078
-6,537
-76% -$1.87M 0.08% 219
2024
Q1 		$2.54M Buy
8,615
+6,437
+296% +$1.66M 0.4% 66
2023
Q4 		$522K Sell
2,178
-147
-6% -$33.4K 0.1% 209
2023
Q3 		$531K Buy
2,325
+131
+6% +$31.6K 0.14% 164
2023
Q2 		$538K Buy
2,194
+3
+0.1% +$679 0.15% 163
2023
Q1 		$523K Buy
2,191
+41
+2% +$10K 0.15% 153
2022
Q4 		$521K Buy
2,150
+4
+0.2% +$951 0.19% 128
2022
Q3 		$437K Buy
2,146
+85
+4% +$18.1K 0.17% 136
2022
Q2 		$399K Sell
2,061
-297
-13% -$59.4K 0.15% 143
2022
Q1 		$484K Sell
2,358
-293
-11% -$63.4K 0.18% 125
2021
Q4 		$603K Sell
2,651
-157
-6% -$35.8K 0.23% 107
2021
Q3 		$631K Buy
2,808
+249
+10% +$58.4K 0.25% 90
2021
Q2 		$624K Buy
2,559
+50
+2% +$12.8K 0.29% 85
2021
Q1 		$650K Buy
2,509
+4
+0.2% +$999 0.32% 80
2020
Q4 		$603K Buy
2,505
+679
+37% +$152K 0.33% 71
2020
Q3 		$386K Buy
1,826
+21
+1% +$4.18K 0.25% 92
2020
Q2 		$313K Buy
1,805
+25
+1% +$4K 0.25% 98
2020
Q1 		$241K Buy
1,780
+62
+4% +$9.67K 0.25% 98
2019
Q4 		$299K Buy
1,718
+12
+0.7% +$2.11K 0.21% 103
2019
Q3 		$277K Buy
+1,706
New +$273K 0.22% 99

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

MONECO Advisors's CMI Position: Q2 2026 in Review

MONECO Advisors increased its Cummins (CMI) stake by 88% in Q2 2026, buying an estimated $1.17M and bringing the position to 3,782 shares worth $2.7M. The position accounts for 0.16% of the portfolio, ranked #130.

MONECO Advisors first reported a position in CMI in Q3 2019 and has held it in 28 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • MONECO Advisors held 3,782 shares of Cummins worth $2.7M as of Q2 2026.
  • MONECO Advisors bought 1,774 Cummins shares in Q2 2026, an estimated $1.17M.
  • Cummins made up 0.16% of MONECO Advisors's portfolio in Q2 2026, its #130 holding.
  • MONECO Advisors first reported a position in Cummins in Q3 2019 and has held it in 28 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.