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Pursuit Wealth Strategies’s Cummins CMI Stock Holding History

Pursuit Wealth 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 		$456K Sell
640
-67
-9% -$44.1K 0.59% 45
2026
Q1 		$380K Buy
707
+29
+4% +$16.4K 0.53% 47
2025
Q4 		$346K Buy
+678
New +$317K 0.49% 49

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
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

Pursuit Wealth Strategies's CMI Position: Q2 2026 in Review

Pursuit Wealth Strategies reduced its Cummins (CMI) stake by 9.5% in Q2 2026, selling an estimated $44.1K and leaving 640 shares worth $456K. The position accounts for 0.59% of the portfolio, ranked #45.

Pursuit Wealth Strategies first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,105 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Pursuit Wealth Strategies held 640 shares of Cummins worth $456K as of Q2 2026.
  • Pursuit Wealth Strategies sold 67 Cummins shares in Q2 2026, an estimated $44.1K.
  • Cummins made up 0.59% of Pursuit Wealth Strategies's portfolio in Q2 2026, its #45 holding.
  • Pursuit Wealth Strategies first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
  • 2,105 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.