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SFMG Wealth Advisors’s Cummins CMI Stock Holding History

SFMG Wealth 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 		$804K Sell
1,127
-81
-7% -$53.4K 0.05% 147
2026
Q1 		$650K Sell
1,208
-11
-0.9% -$6.22K 0.04% 155
2025
Q4 		$622K Sell
1,219
-20
-2% -$9.35K 0.04% 157
2025
Q3 		$523K Sell
1,239
-1
-0.1% -$383 0.04% 169
2025
Q2 		$406K Sell
1,240
-75
-6% -$23.2K 0.03% 177
2025
Q1 		$412K Buy
1,315
+377
+40% +$133K 0.03% 166
2024
Q4 		$327K Buy
+938
New +$330K 0.03% 190

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

SFMG Wealth Advisors's CMI Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its Cummins (CMI) stake by 6.7% in Q2 2026, selling an estimated $53.4K and leaving 1,127 shares worth $804K. The position accounts for 0.05% of the portfolio, ranked #147.

SFMG Wealth Advisors first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • SFMG Wealth Advisors held 1,127 shares of Cummins worth $804K as of Q2 2026.
  • SFMG Wealth Advisors sold 81 Cummins shares in Q2 2026, an estimated $53.4K.
  • Cummins made up 0.05% of SFMG Wealth Advisors's portfolio in Q2 2026, its #147 holding.
  • SFMG Wealth Advisors first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.