Peterson Wealth Services’s Cummins CMI Stock Holding History

Peterson Wealth Services’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	$2.53M	Buy	3,550 +15	+0.4%	+$9.88K	0.55%	48
2026 Q1	$1.9M	Buy	3,535 +105	+3%	+$59.4K	0.47%	50
2025 Q4	$1.75M	Buy	3,430 +2,329	+212%	+$1.09M	0.45%	50
2025 Q3	$1.44M	Sell	1,101 -2,302	-68%	-$883K	0.36%	53
2025 Q2	$1.11M	Buy	3,403 +141	+4%	+$43.6K	0.31%	54
2025 Q1	$1.02M	Buy	+3,262	New	+$1.15M	0.32%	54

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

Peterson Wealth Services's CMI Position: Q2 2026 in Review

Peterson Wealth Services increased its Cummins (CMI) stake by 0.42% in Q2 2026, buying an estimated $9.88K and bringing the position to 3,550 shares worth $2.53M. The position accounts for 0.55% of the portfolio, ranked #48.

Peterson Wealth Services first reported a position in CMI in Q1 2025 and has held it in 6 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Peterson Wealth Services held 3,550 shares of Cummins worth $2.53M as of Q2 2026.
Peterson Wealth Services bought 15 Cummins shares in Q2 2026, an estimated $9.88K.
Cummins made up 0.55% of Peterson Wealth Services's portfolio in Q2 2026, its #48 holding.
Peterson Wealth Services first reported a position in Cummins in Q1 2025 and has held it in 6 quarters since.
2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.