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Morris Financial Concepts’s Cummins CMI Stock Holding History

Morris Financial Concepts’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 		$650K Buy
912
+13
+1% +$8.56K 0.2% 66
2026
Q1 		$484K Sell
899
-26
-3% -$14.7K 0.16% 77
2025
Q4 		$472K Sell
925
-2
-0.2% -$935 0.17% 74
2025
Q3 		$392K Hold
927
– – 0.14% 83
2025
Q2 		$304K Hold
927
– – 0.12% 98
2025
Q1 		$291K Buy
927
+3
+0.3% +$1.06K 0.12% 101
2024
Q4 		$322K Buy
924
+17
+2% +$5.97K 0.14% 87
2024
Q3 		$294K Buy
+907
New +$269K 0.13% 90

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

Morris Financial Concepts's CMI Position: Q2 2026 in Review

Morris Financial Concepts increased its Cummins (CMI) stake by 1.4% in Q2 2026, buying an estimated $8.56K and bringing the position to 912 shares worth $650K. The position accounts for 0.2% of the portfolio, ranked #66.

Morris Financial Concepts first reported a position in CMI in Q3 2024 and has held it in 8 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Morris Financial Concepts held 912 shares of Cummins worth $650K as of Q2 2026.
  • Morris Financial Concepts bought 13 Cummins shares in Q2 2026, an estimated $8.56K.
  • Cummins made up 0.2% of Morris Financial Concepts's portfolio in Q2 2026, its #66 holding.
  • Morris Financial Concepts first reported a position in Cummins in Q3 2024 and has held it in 8 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.