SHP Wealth Management’s Cummins CMI Stock Holding History

SHP 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	$130K	Sell	182 -5	-3%	-$3.29K	0.01%	377
2026 Q1	$101K	Buy	187 +19	+11%	+$10.8K	0.01%	384
2025 Q4	$85.9K	Buy	+168	New	+$78.5K	0.01%	378

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Cummins (CMI) stake by 2.7% in Q2 2026, selling an estimated $3.29K and leaving 182 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #377.

SHP Wealth Management first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

SHP Wealth Management held 182 shares of Cummins worth $130K as of Q2 2026.
SHP Wealth Management sold 5 Cummins shares in Q2 2026, an estimated $3.29K.
Cummins made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #377 holding.
SHP Wealth Management first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.