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Quaker Wealth Management’s Cummins CMI Stock Holding History

Quaker Wealth Management’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 Hold
5
– – ﹤0.01% 380
2026
Q1 		$2.69K Sell
5
-7
-58% -$3.96K ﹤0.01% 389
2025
Q4 		$6.13K Buy
12
+7
+140% +$3.27K ﹤0.01% 342
2025
Q3 		$2.11K Hold
5
– – ﹤0.01% 379
2025
Q2 		$1.64K Buy
+5
New +$1.55K ﹤0.01% 421

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

Quaker Wealth Management's CMI Position: Q2 2026 in Review

Quaker Wealth Management held its Cummins (CMI) position steady in Q2 2026 at 5 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Quaker Wealth Management first reported a position in CMI in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.13K in Q4 2025. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Quaker Wealth Management held 5 shares of Cummins worth $3.57K as of Q2 2026.
  • Quaker Wealth Management left its Cummins share count unchanged in Q2 2026.
  • Cummins made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #380 holding.
  • Quaker Wealth Management first reported a position in Cummins in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Cummins position peaked at $6.13K in Q4 2025.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.