RM Financial Services’s Cummins CMI Stock Holding History

RM Financial Services’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	$713K	Sell	1,000 -95	-9%	-$62.6K	0.53%	44
2026 Q1	$589K	Sell	1,095 -157	-13%	-$88.8K	0.51%	47
2025 Q4	$639K	Buy	+1,252	New	+$585K	0.57%	44

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

RM Financial Services's CMI Position: Q2 2026 in Review

RM Financial Services reduced its Cummins (CMI) stake by 8.7% in Q2 2026, selling an estimated $62.6K and leaving 1,000 shares worth $713K. The position accounts for 0.53% of the portfolio, ranked #44.

RM Financial Services first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,097 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

RM Financial Services held 1,000 shares of Cummins worth $713K as of Q2 2026.
RM Financial Services sold 95 Cummins shares in Q2 2026, an estimated $62.6K.
Cummins made up 0.53% of RM Financial Services's portfolio in Q2 2026, its #44 holding.
RM Financial Services first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
2,097 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on RM Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.