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Roehl & Yi Investment Advisors’s Cummins CMI Stock Holding History

Roehl & Yi Investment Advisors’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 		$83.3K Hold
42,701
– – 0.03% 188
2026
Q1 		$73.3K Sell
42,701
-8
-0% -$4.53K 0.03% 175
2025
Q4 		$75.8K Buy
42,709
+8
+0% +$3.74K 0.03% 165
2025
Q3 		$66.7K Buy
+42,701
New +$16.4M 0.03% 161

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

Roehl & Yi Investment Advisors's CMI Position: Q2 2026 in Review

Roehl & Yi Investment Advisors held its Cummins (CMI) position steady in Q2 2026 at 42,701 shares worth $83.3K. The position accounts for 0.03% of the portfolio, ranked #188.

Roehl & Yi Investment Advisors first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 2,098 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Roehl & Yi Investment Advisors held 42,701 shares of Cummins worth $83.3K as of Q2 2026.
  • Roehl & Yi Investment Advisors left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.03% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #188 holding.
  • Roehl & Yi Investment Advisors first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.