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Retirement Guys Formula’s Cummins CMI Stock Holding History

Retirement Guys Formula’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 		$2.69M Buy
3,770
+155
+4% +$102K 1.01% 30
2026
Q1 		$1.95M Sell
3,615
-426
-11% -$241K 0.89% 39
2025
Q4 		$2.06M Sell
4,041
-745
-16% -$348K 0.94% 31
2025
Q3 		$2.02M Sell
4,786
-541
-10% -$207K 0.71% 42
2025
Q2 		$1.74M Buy
5,327
+439
+9% +$136K 0.66% 51
2025
Q1 		$1.53M Buy
4,888
+219
+5% +$77.1K 0.76% 47
2024
Q4 		$1.63M Sell
4,669
-78
-2% -$27.4K 0.82% 36
2024
Q3 		$1.54M Buy
+4,747
New +$1.41M 0.71% 45
2022
Q4 		– Sell
-2,419
Closed -$492K – 118
2022
Q3 		$492K Sell
2,419
-101
-4% -$21.5K 0.52% 37
2022
Q2 		$488K Buy
2,520
+308
+14% +$61.6K 0.5% 46
2022
Q1 		$454K Buy
2,212
+341
+18% +$73.7K 0.3% 62
2021
Q4 		$408K Buy
+1,871
New +$426K 0.32% 63

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

Retirement Guys Formula's CMI Position: Q2 2026 in Review

Retirement Guys Formula increased its Cummins (CMI) stake by 4.3% in Q2 2026, buying an estimated $102K and bringing the position to 3,770 shares worth $2.69M. The position accounts for 1.01% of the portfolio, ranked #30.

Retirement Guys Formula first reported a position in CMI in Q4 2021 and has held it in 12 quarters since. 2,103 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Retirement Guys Formula held 3,770 shares of Cummins worth $2.69M as of Q2 2026.
  • Retirement Guys Formula bought 155 Cummins shares in Q2 2026, an estimated $102K.
  • Cummins made up 1.01% of Retirement Guys Formula's portfolio in Q2 2026, its #30 holding.
  • Retirement Guys Formula first reported a position in Cummins in Q4 2021 and has held it in 12 quarters since.
  • 2,103 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.