Raffa Wealth Management’s Cummins CMI Stock Holding History

Raffa 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	$33.5K	Sell	47 -7	-13%	-$4.61K	﹤0.01%	213
2026 Q1	$29.1K	Buy	54 +12	+29%	+$6.79K	﹤0.01%	217
2025 Q4	$21.4K	Hold	42	–	–	﹤0.01%	250
2025 Q3	$17.7K	Sell	42 -68	-62%	-$26.1K	﹤0.01%	274
2025 Q2	$36K	Buy	110 +74	+206%	+$22.9K	0.01%	201
2025 Q1	$11.3K	Hold	36	–	–	﹤0.01%	293
2024 Q4	$12.6K	Hold	36	–	–	﹤0.01%	290
2024 Q3	$11.7K	Sell	36 -19	-35%	-$5.63K	﹤0.01%	294
2024 Q2	$15.2K	Buy	55 +19	+53%	+$5.43K	﹤0.01%	376
2024 Q1	$10.6K	Hold	36	–	–	﹤0.01%	420
2023 Q4	$8.63K	Hold	36	–	–	﹤0.01%	319
2023 Q3	$8.22K	Hold	36	–	–	﹤0.01%	303
2023 Q2	$8.83K	Hold	36	–	–	﹤0.01%	301
2023 Q1	$8.6K	Hold	36	–	–	﹤0.01%	318
2022 Q4	$8.72K	Buy	36 +6	+20%	+$1.43K	﹤0.01%	304
2022 Q3	$6.11K	Hold	30	–	–	﹤0.01%	352
2022 Q2	$5.81K	Hold	30	–	–	﹤0.01%	358
2022 Q1	$6.15K	Hold	30	–	–	﹤0.01%	367
2021 Q4	$6.54K	Hold	30	–	–	﹤0.01%	368
2021 Q3	$6.74K	Hold	30	–	–	﹤0.01%	318
2021 Q2	$7.31K	Hold	30	–	–	﹤0.01%	300
2021 Q1	$7.77K	Sell	30 -1	-3%	-$250	﹤0.01%	315
2020 Q4	$7.04K	Buy	31 +5	+19%	+$1.12K	﹤0.01%	298
2020 Q3	$5.49K	Buy	26 +5	+24%	+$996	﹤0.01%	316
2020 Q2	$3.64K	Hold	21	–	–	﹤0.01%	366
2020 Q1	$2.84K	Buy	21 +8	+62%	+$1.25K	﹤0.01%	360
2019 Q4	$2.33K	Hold	13	–	–	﹤0.01%	369
2019 Q3	$2.12K	Buy	+13	New	+$2.08K	﹤0.01%	379
2019 Q2	–	Sell	-13	Closed	-$2.05K	–	864
2019 Q1	$2.05K	Hold	13	–	–	﹤0.01%	358
2018 Q4	$1.74K	Hold	13	–	–	﹤0.01%	385
2018 Q3	$1.9K	Hold	13	–	–	﹤0.01%	404
2018 Q2	$1.73K	Hold	13	–	–	﹤0.01%	402
2018 Q1	$2.11K	Buy	+13	New	+$2.23K	﹤0.01%	349
2017 Q1	–	Sell	-6	Closed	-$820	–	472
2016 Q4	$820	Hold	6	–	–	﹤0.01%	510
2016 Q3	$769	Hold	6	–	–	﹤0.01%	510
2016 Q2	$675	Hold	6	–	–	﹤0.01%	543
2016 Q1	$660	Hold	6	–	–	﹤0.01%	558
2015 Q4	$528	Hold	6	–	–	﹤0.01%	671
2015 Q3	$651	Hold	6	–	–	﹤0.01%	540
2015 Q2	$787	Hold	6	–	–	﹤0.01%	465
2015 Q1	$832	Hold	6	–	–	﹤0.01%	446
2014 Q4	$865	Hold	6	–	–	﹤0.01%	398
2014 Q3	$792	Buy	+6	New	+$865	﹤0.01%	403
2014 Q1	–	Sell	-6	Closed	-$865	–	368
2013 Q4	$865	Buy	+6	New	+$797	﹤0.01%	398

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

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Raffa Wealth Management reduced its Cummins (CMI) stake by 13% in Q2 2026, selling an estimated $4.61K and leaving 47 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Raffa Wealth Management first reported a position in CMI in Q4 2013 and has held it in 44 quarters since. The position peaked at $36K in Q2 2025. 2,007 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Raffa Wealth Management held 47 shares of Cummins worth $33.5K as of Q2 2026.
Raffa Wealth Management sold 7 Cummins shares in Q2 2026, an estimated $4.61K.
Cummins made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #213 holding.
Raffa Wealth Management first reported a position in Cummins in Q4 2013 and has held it in 44 quarters since.
Raffa Wealth Management's Cummins position peaked at $36K in Q2 2025.
2,007 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.