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Mowery & Schoenfeld Wealth Management’s Cummins CMI Stock Holding History

Mowery & Schoenfeld 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 		$16.4K Hold
23
– – 0.02% 207
2026
Q1 		$12.4K Sell
23
-4
-15% -$2.26K 0.02% 204
2025
Q4 		$13.8K Buy
27
+4
+17% +$1.87K 0.02% 217
2025
Q3 		$9.71K Hold
23
– – 0.02% 221
2025
Q2 		$7.53K Hold
23
– – 0.01% 238
2025
Q1 		$7.21K Sell
23
-3
-12% -$1.06K 0.01% 291
2024
Q4 		$9.06K Buy
+26
New +$9.13K 0.02% 239

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

Mowery & Schoenfeld Wealth Management's CMI Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Cummins (CMI) position steady in Q2 2026 at 23 shares worth $16.4K. The position accounts for 0.02% of the portfolio, ranked #207.

Mowery & Schoenfeld Wealth Management first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 23 shares of Cummins worth $16.4K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #207 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.