Palisades Hudson Asset Management’s Cummins CMI Stock Holding History

Palisades Hudson Asset 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	$442K	Hold	620	–	–	0.15%	65
2026 Q1	$334K	Hold	620	–	–	0.13%	72
2025 Q4	$316K	Hold	620	–	–	0.12%	76
2025 Q3	$262K	Hold	620	–	–	0.1%	90
2025 Q2	$203K	Hold	620	–	–	0.08%	105
2025 Q1	$194K	Hold	620	–	–	0.09%	98
2024 Q4	$216K	Hold	620	–	–	0.09%	96
2024 Q3	$201K	Buy	+620	New	+$184K	0.08%	100

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

Palisades Hudson Asset Management's CMI Position: Q2 2026 in Review

Palisades Hudson Asset Management held its Cummins (CMI) position steady in Q2 2026 at 620 shares worth $442K. The position accounts for 0.15% of the portfolio, ranked #65.

Palisades Hudson Asset Management first reported a position in CMI in Q3 2024 and has held it in 8 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Palisades Hudson Asset Management held 620 shares of Cummins worth $442K as of Q2 2026.
Palisades Hudson Asset Management left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.15% of Palisades Hudson Asset Management's portfolio in Q2 2026, its #65 holding.
Palisades Hudson Asset Management first reported a position in Cummins in Q3 2024 and has held it in 8 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.