PJWM
CMI icon

Philip James Wealth Mangement’s Cummins CMI Stock Holding History

Philip James Wealth Mangement’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 		$359K Hold
503
– – 0.04% 123
2026
Q1 		$271K Hold
503
– – 0.03% 140
2025
Q4 		$257K Hold
503
– – 0.03% 157
2025
Q3 		$212K Buy
+503
New +$193K 0.02% 172

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 $3.38T AUM 44.17% 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

Philip James Wealth Mangement's CMI Position: Q2 2026 in Review

Philip James Wealth Mangement held its Cummins (CMI) position steady in Q2 2026 at 503 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #123.

Philip James Wealth Mangement first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Philip James Wealth Mangement held 503 shares of Cummins worth $359K as of Q2 2026.
  • Philip James Wealth Mangement left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.04% of Philip James Wealth Mangement's portfolio in Q2 2026, its #123 holding.
  • Philip James Wealth Mangement first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.