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Parr McKnight Wealth Management Group’s Cummins CMI Stock Holding History

Parr McKnight Wealth Management Group’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 		$3.65M Sell
5,115
-931
-15% -$613K 0.43% 75
2026
Q1 		$3.25M Sell
6,046
-515
-8% -$291K 0.43% 81
2025
Q4 		$3.35M Buy
6,561
+153
+2% +$71.5K 0.44% 77
2025
Q3 		$2.71M Buy
+6,408
New +$2.46M 0.36% 88

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 $3.37T AUM 44.26% 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

Parr McKnight Wealth Management Group's CMI Position: Q2 2026 in Review

Parr McKnight Wealth Management Group reduced its Cummins (CMI) stake by 15% in Q2 2026, selling an estimated $613K and leaving 5,115 shares worth $3.65M. The position accounts for 0.43% of the portfolio, ranked #75.

Parr McKnight Wealth Management Group first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 2,108 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Parr McKnight Wealth Management Group held 5,115 shares of Cummins worth $3.65M as of Q2 2026.
  • Parr McKnight Wealth Management Group sold 931 Cummins shares in Q2 2026, an estimated $613K.
  • Cummins made up 0.43% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #75 holding.
  • Parr McKnight Wealth Management Group first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 2,108 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.