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Personal CFO Solutions’s Cummins CMI Stock Holding History

Personal CFO Solutions’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 		$293K Buy
411
+4
+1% +$2.64K 0.04% 407
2026
Q1 		$219K Buy
+407
New +$230K 0.03% 481
2024
Q2 		– Sell
-1,088
Closed -$321K – 544
2024
Q1 		$321K Buy
1,088
+111
+11% +$28.6K 0.05% 375
2023
Q4 		$234K Buy
+977
New +$222K 0.04% 444
2023
Q3 		– Sell
-990
Closed -$243K – 460
2023
Q2 		$243K Buy
990
+20
+2% +$4.53K 0.05% 391
2023
Q1 		$232K Buy
970
+69
+8% +$16.8K 0.05% 401
2022
Q4 		$218K Buy
+901
New +$214K 0.05% 397
2020
Q4 		– Sell
-3,146
Closed -$1K – 383
2020
Q3 		$1K Buy
3,146
+471
+18% +$93.8K 0.33% 65
2020
Q2 		$464K Buy
2,675
+164
+7% +$26.2K 0.14% 141
2020
Q1 		$340K Sell
2,511
-1,531
-38% -$239K 0.12% 155
2019
Q4 		$721K Buy
4,042
+1,683
+71% +$296K 0.21% 103
2019
Q3 		$472K Buy
+2,359
New +$377K 0.19% 135

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

Personal CFO Solutions's CMI Position: Q2 2026 in Review

Personal CFO Solutions increased its Cummins (CMI) stake by 0.98% in Q2 2026, buying an estimated $2.64K and bringing the position to 411 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #407.

Personal CFO Solutions first reported a position in CMI in Q3 2019 and has held it in 12 quarters since. The position peaked at $721K in Q4 2019. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Personal CFO Solutions held 411 shares of Cummins worth $293K as of Q2 2026.
  • Personal CFO Solutions bought 4 Cummins shares in Q2 2026, an estimated $2.64K.
  • Cummins made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #407 holding.
  • Personal CFO Solutions first reported a position in Cummins in Q3 2019 and has held it in 12 quarters since.
  • Personal CFO Solutions's Cummins position peaked at $721K in Q4 2019.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.