Phoenix Wealth Advisors’s Cummins CMI Stock Holding History

Phoenix Wealth Advisors’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	$2.71M	Sell	3,801 -67	-2%	-$44.1K	0.91%	25
2026 Q1	$2.08M	Sell	3,868 -2,138	-36%	-$1.21M	0.82%	34
2025 Q4	$3.07M	Sell	6,006 -75	-1%	-$35.1K	1.18%	21
2025 Q3	$2.57M	Sell	6,081 -399	-6%	-$153K	0.99%	27
2025 Q2	$2.12M	Sell	6,480 -170	-3%	-$52.6K	0.89%	36
2025 Q1	$2.08M	Buy	+6,650	New	+$2.34M	0.91%	37
2021 Q4	–	Sell	-471	Closed	-$106K	–	163
2021 Q3	$106K	Hold	471	–	–	0.08%	150
2021 Q2	$111K	Hold	471	–	–	0.08%	151
2021 Q1	$121K	Hold	471	–	–	0.09%	141
2020 Q4	$107K	Buy	+471	New	+$106K	0.08%	143

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 $3.38T AUM 44.17% 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

Phoenix Wealth Advisors's CMI Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its Cummins (CMI) stake by 1.7% in Q2 2026, selling an estimated $44.1K and leaving 3,801 shares worth $2.71M. The position accounts for 0.91% of the portfolio, ranked #25.

Phoenix Wealth Advisors first reported a position in CMI in Q4 2020 and has held it in 10 quarters since. The position peaked at $3.07M in Q4 2025. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Phoenix Wealth Advisors held 3,801 shares of Cummins worth $2.71M as of Q2 2026.
Phoenix Wealth Advisors sold 67 Cummins shares in Q2 2026, an estimated $44.1K.
Cummins made up 0.91% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Phoenix Wealth Advisors first reported a position in Cummins in Q4 2020 and has held it in 10 quarters since.
Phoenix Wealth Advisors's Cummins position peaked at $3.07M in Q4 2025.
2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.