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Mosley Wealth Management’s Cummins CMI Stock Holding History

Mosley 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 		$147K Buy
206
+5
+2% +$3.29K 0.05% 172
2026
Q1 		$84.9K Buy
+201
New +$114K 0.04% 184

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Mosley Wealth Management increased its Cummins (CMI) stake by 2.5% in Q2 2026, buying an estimated $3.29K and bringing the position to 206 shares worth $147K. The position accounts for 0.05% of the portfolio, ranked #172.

Mosley Wealth Management first reported a position in CMI in Q1 2026 and has held it in 2 quarters since. 1,306 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Mosley Wealth Management held 206 shares of Cummins worth $147K as of Q2 2026.
  • Mosley Wealth Management bought 5 Cummins shares in Q2 2026, an estimated $3.29K.
  • Cummins made up 0.05% of Mosley Wealth Management's portfolio in Q2 2026, its #172 holding.
  • Mosley Wealth Management first reported a position in Cummins in Q1 2026 and has held it in 2 quarters since.
  • 1,306 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.