SkyOak Wealth’s Cummins CMI Stock Holding History

SkyOak 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	$1.43M	Hold	2,000	–	–	0.23%	75
2026 Q1	$1.08M	Buy	2,000 +200	+11%	+$113K	0.2%	82
2025 Q4	$919K	Hold	1,800	–	–	0.17%	88
2025 Q3	$760K	Hold	1,800	–	–	0.14%	93
2025 Q2	$590K	Hold	1,800	–	–	0.12%	114
2025 Q1	$564K	Hold	1,800	–	–	0.12%	108
2024 Q4	$627K	Hold	1,800	–	–	0.13%	99
2024 Q3	$583K	Hold	1,800	–	–	0.13%	106
2024 Q2	$498K	Buy	1,800 +300	+20%	+$85.7K	0.12%	116
2024 Q1	$442K	Hold	1,500	–	–	0.11%	133
2023 Q4	$359K	Hold	1,500	–	–	0.09%	149
2023 Q3	$343K	Buy	+1,500	New	+$362K	0.1%	142
2020 Q1	–	Sell	-2,811	Closed	-$503K	–	232
2019 Q4	$503K	Buy	+2,811	New	+$495K	0.16%	152

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 $3.37T AUM 44.26% 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

SkyOak Wealth's CMI Position: Q2 2026 in Review

SkyOak Wealth held its Cummins (CMI) position steady in Q2 2026 at 2,000 shares worth $1.43M. The position accounts for 0.23% of the portfolio, ranked #75.

SkyOak Wealth first reported a position in CMI in Q4 2019 and has held it in 13 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

SkyOak Wealth held 2,000 shares of Cummins worth $1.43M as of Q2 2026.
SkyOak Wealth left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.23% of SkyOak Wealth's portfolio in Q2 2026, its #75 holding.
SkyOak Wealth first reported a position in Cummins in Q4 2019 and has held it in 13 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.