PCG
CMI icon

Prosperity Consulting Group’s Cummins CMI Stock Holding History

Prosperity Consulting Group’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 		$826K Buy
1,158
+89
+8% +$58.6K 0.03% 295
2026
Q1 		$575K Buy
1,069
+115
+12% +$65.1K 0.03% 338
2025
Q4 		$487K Buy
954
+46
+5% +$21.5K 0.02% 362
2025
Q3 		$384K Buy
908
+80
+10% +$30.7K 0.02% 375
2025
Q2 		$271K Buy
828
+63
+8% +$19.5K 0.02% 388
2025
Q1 		$240K Buy
+765
New +$269K 0.02% 407

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 $3.38T AUM 44.17% 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

Prosperity Consulting Group's CMI Position: Q2 2026 in Review

Prosperity Consulting Group increased its Cummins (CMI) stake by 8.3% in Q2 2026, buying an estimated $58.6K and bringing the position to 1,158 shares worth $826K. The position accounts for 0.03% of the portfolio, ranked #295.

Prosperity Consulting Group first reported a position in CMI in Q1 2025 and has held it in 6 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Prosperity Consulting Group held 1,158 shares of Cummins worth $826K as of Q2 2026.
  • Prosperity Consulting Group bought 89 Cummins shares in Q2 2026, an estimated $58.6K.
  • Cummins made up 0.03% of Prosperity Consulting Group's portfolio in Q2 2026, its #295 holding.
  • Prosperity Consulting Group first reported a position in Cummins in Q1 2025 and has held it in 6 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.