Plancorp LLC’s Cummins CMI Stock Holding History

Plancorp LLC’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	$328K	Sell	493 -18	-4%	-$11.9K	0.01%	314
2026 Q1	$315K	Buy	511 +4	+0.8%	+$2.26K	0.01%	280
2025 Q4	$259K	Buy	507 +4	+0.8%	+$1.87K	0.01%	310
2025 Q3	$212K	Buy	+503	New	+$193K	0.01%	356

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

Plancorp LLC's CMI Position: Q2 2026 in Review

Plancorp LLC reduced its Cummins (CMI) stake by 3.5% in Q2 2026, selling an estimated $11.9K and leaving 493 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #314.

Plancorp LLC first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Plancorp LLC held 493 shares of Cummins worth $328K as of Q2 2026.
Plancorp LLC sold 18 Cummins shares in Q2 2026, an estimated $11.9K.
Cummins made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #314 holding.
Plancorp LLC first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.