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Simplicity Wealth’s Cummins CMI Stock Holding History

Simplicity Wealth’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 		$1.37M Buy
1,922
+187
+11% +$123K 0.05% 350
2026
Q1 		$934K Sell
1,735
-287
-14% -$162K 0.05% 306
2025
Q4 		$1.03M Sell
2,022
-360
-15% -$168K 0.06% 274
2025
Q3 		$1.01M Sell
2,382
-4,410
-65% -$1.69M 0.06% 287
2025
Q2 		$2.22M Buy
6,792
+3,717
+121% +$1.15M 0.09% 203
2025
Q1 		$964K Buy
+3,075
New +$1.08M 0.07% 262
2024
Q4 		– Sell
-3,346
Closed -$1.08M – 369
2024
Q3 		$1.08M Sell
3,346
-8,086
-71% -$2.4M 0.1% 185
2024
Q2 		$3.17M Sell
11,432
-24
-0.2% -$6.86K 0.07% 258
2024
Q1 		$3.38M Buy
11,456
+9,212
+411% +$2.37M 0.08% 246
2023
Q4 		$538K Buy
+2,244
New +$510K 0.21% 87

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

Simplicity Wealth's CMI Position: Q2 2026 in Review

Simplicity Wealth increased its Cummins (CMI) stake by 11% in Q2 2026, buying an estimated $123K and bringing the position to 1,922 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #350.

Simplicity Wealth first reported a position in CMI in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.38M in Q1 2024. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Simplicity Wealth held 1,922 shares of Cummins worth $1.37M as of Q2 2026.
  • Simplicity Wealth bought 187 Cummins shares in Q2 2026, an estimated $123K.
  • Cummins made up 0.05% of Simplicity Wealth's portfolio in Q2 2026, its #350 holding.
  • Simplicity Wealth first reported a position in Cummins in Q4 2023 and has held it in 10 quarters since.
  • Simplicity Wealth's Cummins position peaked at $3.38M in Q1 2024.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.