Northern Financial Advisors’s Cummins CMI Stock Holding History

Northern Financial 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	$1.17M	Hold	1,636	–	–	0.77%	36
2026 Q1	$880K	Buy	1,636 +223	+16%	+$126K	0.64%	50
2025 Q4	$721K	Sell	1,413 -219	-13%	-$102K	0.82%	35
2025 Q3	$689K	Hold	1,632	–	–	0.36%	66
2025 Q2	$534K	Hold	1,632	–	–	0.4%	66
2025 Q1	$512K	Hold	1,632	–	–	0.42%	70
2024 Q4	$569K	Hold	1,632	–	–	0.45%	63
2024 Q3	$528K	Hold	1,632	–	–	0.4%	74
2024 Q2	$452K	Hold	1,632	–	–	0.36%	80
2024 Q1	$481K	Sell	1,632 -8	-0.5%	-$2.06K	0.38%	81
2023 Q4	$393K	Hold	1,640	–	–	0.33%	83
2023 Q3	$375K	Hold	1,640	–	–	0.34%	81
2023 Q2	$402K	Sell	1,640 -102	-6%	-$23.1K	0.35%	77
2023 Q1	$416K	Hold	1,742	–	–	0.39%	75
2022 Q4	$422K	Buy	+1,742	New	+$414K	0.48%	62

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Financial Advisors's CMI Position: Q2 2026 in Review

Northern Financial Advisors held its Cummins (CMI) position steady in Q2 2026 at 1,636 shares worth $1.17M. The position accounts for 0.77% of the portfolio, ranked #36.

Northern Financial Advisors first reported a position in CMI in Q4 2022 and has held it in 15 quarters since. 2,105 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Northern Financial Advisors held 1,636 shares of Cummins worth $1.17M as of Q2 2026.
Northern Financial Advisors left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.77% of Northern Financial Advisors's portfolio in Q2 2026, its #36 holding.
Northern Financial Advisors first reported a position in Cummins in Q4 2022 and has held it in 15 quarters since.
2,105 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.