Portus Wealth Advisors’s Cummins CMI Stock Holding History

Portus 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	–	Sell	-8	Closed	-$4.3K	–	138
2026 Q1	$4.3K	Buy	+8	New	+$4.53K	﹤0.01%	187

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

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

Portus Wealth Advisors sold out of Cummins (CMI) in Q2 2026, closing a stake of 8 shares — an estimated $4.3K sold.

Portus Wealth Advisors first reported a position in CMI in Q1 2026 and held it in 1 quarter. The position peaked at $4.3K in Q1 2026. 2,092 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Portus Wealth Advisors reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 8 Cummins shares in Q2 2026, an estimated $4.3K.
Portus Wealth Advisors first reported a position in Cummins in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Cummins position peaked at $4.3K in Q1 2026.
2,092 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.