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Moss Adams Wealth Advisors’s Cummins CMI Stock Holding History

Moss Adams Wealth 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 		$469K Buy
658
+15
+2% +$9.88K 0.03% 162
2026
Q1 		$346K Buy
643
+83
+15% +$47K 0.03% 188
2025
Q4 		$286K Buy
560
+25
+5% +$11.7K 0.02% 206
2025
Q3 		$226K Buy
+535
New +$205K 0.02% 228

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

Moss Adams Wealth Advisors's CMI Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Cummins (CMI) stake by 2.3% in Q2 2026, buying an estimated $9.88K and bringing the position to 658 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #162.

Moss Adams Wealth Advisors first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Moss Adams Wealth Advisors held 658 shares of Cummins worth $469K as of Q2 2026.
  • Moss Adams Wealth Advisors bought 15 Cummins shares in Q2 2026, an estimated $9.88K.
  • Cummins made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #162 holding.
  • Moss Adams Wealth Advisors first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.