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Resonant Capital Advisors’s Cummins CMI Stock Holding History

Resonant Capital Advisors’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 		$372K Buy
522
+3
+0.6% +$1.98K 0.02% 371
2026
Q1 		$279K Buy
519
+81
+18% +$45.8K 0.01% 404
2025
Q4 		$224K Buy
+438
New +$205K 0.01% 404

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

Resonant Capital Advisors's CMI Position: Q2 2026 in Review

Resonant Capital Advisors increased its Cummins (CMI) stake by 0.58% in Q2 2026, buying an estimated $1.98K and bringing the position to 522 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #371.

Resonant Capital Advisors first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Resonant Capital Advisors held 522 shares of Cummins worth $372K as of Q2 2026.
  • Resonant Capital Advisors bought 3 Cummins shares in Q2 2026, an estimated $1.98K.
  • Cummins made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #371 holding.
  • Resonant Capital Advisors first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.