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Retirement Planning Group (Kansas)’s Cummins CMI Stock Holding History

Retirement Planning Group (Kansas)’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 		$338K Sell
474
-35
-7% -$23.1K 0.01% 403
2026
Q1 		$274K Sell
509
-35
-6% -$19.8K 0.01% 414
2025
Q4 		$278K Sell
544
-22
-4% -$10.3K 0.01% 352
2025
Q3 		$239K Buy
+566
New +$217K 0.01% 364

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 Planning Group (Kansas)'s CMI Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Cummins (CMI) stake by 6.9% in Q2 2026, selling an estimated $23.1K and leaving 474 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #403.

Retirement Planning Group (Kansas) first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Retirement Planning Group (Kansas) held 474 shares of Cummins worth $338K as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 35 Cummins shares in Q2 2026, an estimated $23.1K.
  • Cummins made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #403 holding.
  • Retirement Planning Group (Kansas) first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.