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RKL Wealth Management’s Cummins CMI Stock Holding History

RKL 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 		$254K Buy
+356
New +$235K 0.02% 174
2014
Q3 		– Sell
-1,410
Closed -$218K – 62
2014
Q2 		$218K Hold
1,410
– – 0.16% 57
2014
Q1 		$210K Buy
+1,410
New +$196K 0.16% 59

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

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

RKL Wealth Management opened a new position in Cummins (CMI) in Q2 2026: 356 shares worth $254K. The stake represents 0.02% of the portfolio and ranks #174 among its holdings. This is a return to the name: RKL Wealth Management previously reported a position in CMI as recently as Q2 2014.

RKL Wealth Management first reported a position in CMI in Q1 2014 and has held it in 3 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • RKL Wealth Management held 356 shares of Cummins worth $254K as of Q2 2026.
  • Cummins was a new RKL Wealth Management position in Q2 2026.
  • Cummins made up 0.02% of RKL Wealth Management's portfolio in Q2 2026, its #174 holding.
  • RKL Wealth Management first reported a position in Cummins in Q1 2014 and has held it in 3 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.