Optimize Financial’s Cummins CMI Stock Holding History

Optimize Financial’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	$463K	Sell	649 -2	-0.3%	-$1.32K	0.17%	173
2026 Q1	$350K	Buy	+651	New	+$368K	0.17%	227

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

Optimize Financial's CMI Position: Q2 2026 in Review

Optimize Financial reduced its Cummins (CMI) stake by 0.31% in Q2 2026, selling an estimated $1.32K and leaving 649 shares worth $463K. The position accounts for 0.17% of the portfolio, ranked #173.

Optimize Financial first reported a position in CMI in Q1 2026 and has held it in 2 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Optimize Financial held 649 shares of Cummins worth $463K as of Q2 2026.
Optimize Financial sold 2 Cummins shares in Q2 2026, an estimated $1.32K.
Cummins made up 0.17% of Optimize Financial's portfolio in Q2 2026, its #173 holding.
Optimize Financial first reported a position in Cummins in Q1 2026 and has held it in 2 quarters since.
2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.