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Planning Strategies’s Cummins CMI Stock Holding History

Planning Strategies’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 		$3.57K Buy
+5
New +$3.29K ﹤0.01% 472

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Planning Strategies's CMI Position: Q2 2026 in Review

Planning Strategies opened a new position in Cummins (CMI) in Q2 2026: 5 shares worth $3.57K. The stake represents ﹤0.01% of the portfolio and ranks #472 among its holdings.

2,007 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Planning Strategies held 5 shares of Cummins worth $3.57K as of Q2 2026.
  • Cummins was a new Planning Strategies position in Q2 2026.
  • Cummins made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #472 holding.
  • 2,007 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.