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PDS Planning’s Cummins CMI Stock Holding History

PDS Planning’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 		$616K Buy
864
+38
+5% +$25K 0.04% 257
2026
Q1 		$444K Buy
826
+3
+0.4% +$1.7K 0.03% 291
2025
Q4 		$420K Buy
823
+40
+5% +$18.7K 0.03% 297
2025
Q3 		$331K Sell
783
-61
-7% -$23.4K 0.02% 345
2025
Q2 		$276K Sell
844
-12
-1% -$3.71K 0.02% 377
2025
Q1 		$268K Buy
856
+78
+10% +$27.5K 0.02% 351
2024
Q4 		$271K Buy
778
+9
+1% +$3.16K 0.02% 319
2024
Q3 		$249K Buy
769
+6
+0.8% +$1.78K 0.02% 349
2024
Q2 		$211K Buy
763
+3
+0.4% +$857 0.02% 347
2024
Q1 		$224K Buy
+760
New +$196K 0.02% 338

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

PDS Planning's CMI Position: Q2 2026 in Review

PDS Planning increased its Cummins (CMI) stake by 4.6% in Q2 2026, buying an estimated $25K and bringing the position to 864 shares worth $616K. The position accounts for 0.04% of the portfolio, ranked #257.

PDS Planning first reported a position in CMI in Q1 2024 and has held it in 10 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • PDS Planning held 864 shares of Cummins worth $616K as of Q2 2026.
  • PDS Planning bought 38 Cummins shares in Q2 2026, an estimated $25K.
  • Cummins made up 0.04% of PDS Planning's portfolio in Q2 2026, its #257 holding.
  • PDS Planning first reported a position in Cummins in Q1 2024 and has held it in 10 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.