Principia Wealth Advisory’s Cummins CMI Stock Holding History

Principia Wealth Advisory’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	$6.42K	Buy	9 +1	+13%	+$659	﹤0.01%	309
2026 Q1	$4.3K	Hold	8	–	–	﹤0.01%	330
2025 Q4	$4.08K	Hold	8	–	–	﹤0.01%	314
2025 Q3	$3.38K	Hold	8	–	–	﹤0.01%	337
2025 Q2	$2.62K	Buy	8 +3	+60%	+$929	﹤0.01%	331
2025 Q1	$1.48K	Buy	5 +2	+67%	+$705	﹤0.01%	332
2024 Q4	$1.05K	Buy	+3	New	+$1.05K	﹤0.01%	357

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

Principia Wealth Advisory's CMI Position: Q2 2026 in Review

Principia Wealth Advisory increased its Cummins (CMI) stake by 13% in Q2 2026, buying an estimated $659 and bringing the position to 9 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Principia Wealth Advisory first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 2,100 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Principia Wealth Advisory held 9 shares of Cummins worth $6.42K as of Q2 2026.
Principia Wealth Advisory bought 1 Cummins share in Q2 2026, an estimated $659.
Cummins made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #309 holding.
Principia Wealth Advisory first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
2,100 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.