SAI
CMI icon

Savvy Advisors Inc’s Cummins CMI Stock Holding History

Savvy Advisors Inc’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 		$1.64M Buy
2,296
+235
+11% +$155K 0.03% 378
2026
Q1 		$1.11M Sell
2,061
-156
-7% -$88.3K 0.03% 407
2025
Q4 		$1.13M Buy
2,217
+654
+42% +$306K 0.04% 339
2025
Q3 		$660K Buy
1,563
+366
+31% +$140K 0.03% 365
2025
Q2 		$392K Buy
+1,197
New +$371K 0.03% 420

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

Savvy Advisors Inc's CMI Position: Q2 2026 in Review

Savvy Advisors Inc increased its Cummins (CMI) stake by 11% in Q2 2026, buying an estimated $155K and bringing the position to 2,296 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #378.

Savvy Advisors Inc first reported a position in CMI in Q2 2025 and has held it in 5 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Savvy Advisors Inc held 2,296 shares of Cummins worth $1.64M as of Q2 2026.
  • Savvy Advisors Inc bought 235 Cummins shares in Q2 2026, an estimated $155K.
  • Cummins made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #378 holding.
  • Savvy Advisors Inc first reported a position in Cummins in Q2 2025 and has held it in 5 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.