One Wealth Advisors’s Cummins CMI Stock Holding History

One 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	$357K	Buy	501 +8	+2%	+$5.27K	0.04%	232
2026 Q1	$265K	Hold	493	–	–	0.03%	261
2025 Q4	$252K	Hold	493	–	–	0.03%	264
2025 Q3	$208K	Buy	+493	New	+$189K	0.03%	300
2020 Q1	–	Sell	-1,154	Closed	-$207K	–	98
2019 Q4	$207K	Buy	+1,154	New	+$203K	0.15%	103
2018 Q4	–	Sell	-69	Closed	-$10K	–	174
2018 Q3	$10K	Buy	69 +9	+15%	+$1.27K	0.01%	352
2018 Q2	$8K	Sell	60 -449	-88%	-$67.2K	0.01%	349
2018 Q1	$83K	Sell	509 -484	-49%	-$83.2K	0.07%	194
2017 Q4	$175K	Buy	+993	New	+$170K	0.14%	134

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 $3.38T AUM 44.17% 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

One Wealth Advisors's CMI Position: Q2 2026 in Review

One Wealth Advisors increased its Cummins (CMI) stake by 1.6% in Q2 2026, buying an estimated $5.27K and bringing the position to 501 shares worth $357K. The position accounts for 0.04% of the portfolio, ranked #232.

One Wealth Advisors first reported a position in CMI in Q4 2017 and has held it in 9 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

One Wealth Advisors held 501 shares of Cummins worth $357K as of Q2 2026.
One Wealth Advisors bought 8 Cummins shares in Q2 2026, an estimated $5.27K.
Cummins made up 0.04% of One Wealth Advisors's portfolio in Q2 2026, its #232 holding.
One Wealth Advisors first reported a position in Cummins in Q4 2017 and has held it in 9 quarters since.
2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.