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PKS Advisory Services’s Cummins CMI Stock Holding History

PKS Advisory 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 		$575K Sell
805
-496
-38% -$327K 0.09% 201
2026
Q1 		$700K Hold
1,301
– – 0.16% 128
2025
Q4 		$664K Sell
1,301
-52
-4% -$24.3K 0.15% 130
2025
Q3 		$571K Sell
1,353
-348
-20% -$133K 0.12% 143
2025
Q2 		$557K Buy
1,701
+204
+14% +$63.2K 0.14% 138
2025
Q1 		$469K Buy
1,497
+35
+2% +$12.3K 0.13% 141
2024
Q4 		$510K Buy
+1,462
New +$514K 0.13% 139

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

PKS Advisory Services's CMI Position: Q2 2026 in Review

PKS Advisory Services reduced its Cummins (CMI) stake by 38% in Q2 2026, selling an estimated $327K and leaving 805 shares worth $575K. The position accounts for 0.09% of the portfolio, ranked #201.

PKS Advisory Services first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $700K in Q1 2026. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • PKS Advisory Services held 805 shares of Cummins worth $575K as of Q2 2026.
  • PKS Advisory Services sold 496 Cummins shares in Q2 2026, an estimated $327K.
  • Cummins made up 0.09% of PKS Advisory Services's portfolio in Q2 2026, its #201 holding.
  • PKS Advisory Services first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • PKS Advisory Services's Cummins position peaked at $700K in Q1 2026.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.