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Rockline Wealth Management’s Cummins CMI Stock Holding History

Rockline 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 		$363K Sell
509
-500
-50% -$329K 0.07% 81
2026
Q1 		$543K Buy
+1,009
New +$571K 0.12% 62

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

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

Rockline Wealth Management reduced its Cummins (CMI) stake by 50% in Q2 2026, selling an estimated $329K and leaving 509 shares worth $363K. The position accounts for 0.07% of the portfolio, ranked #81.

Rockline Wealth Management first reported a position in CMI in Q1 2026 and has held it in 2 quarters since. The position peaked at $543K in Q1 2026. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Rockline Wealth Management held 509 shares of Cummins worth $363K as of Q2 2026.
  • Rockline Wealth Management sold 500 Cummins shares in Q2 2026, an estimated $329K.
  • Cummins made up 0.07% of Rockline Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Rockline Wealth Management first reported a position in Cummins in Q1 2026 and has held it in 2 quarters since.
  • Rockline Wealth Management's Cummins position peaked at $543K in Q1 2026.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.