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Soltis Investment Advisors’s Cummins CMI Stock Holding History

Soltis Investment 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 		$1.05M Buy
1,466
+176
+14% +$116K 0.06% 237
2026
Q1 		$694K Buy
1,290
+163
+14% +$92.2K 0.04% 276
2025
Q4 		$575K Buy
1,127
+142
+14% +$66.4K 0.04% 304
2025
Q3 		$416K Sell
985
-1
-0.1% -$383 0.03% 329
2025
Q2 		$323K Buy
986
+119
+14% +$36.8K 0.03% 314
2025
Q1 		$272K Buy
867
+201
+30% +$70.8K 0.02% 316
2024
Q4 		$232K Buy
666
+46
+7% +$16.2K 0.02% 331
2024
Q3 		$201K Buy
+620
New +$184K 0.02% 349

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

Soltis Investment Advisors's CMI Position: Q2 2026 in Review

Soltis Investment Advisors increased its Cummins (CMI) stake by 14% in Q2 2026, buying an estimated $116K and bringing the position to 1,466 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #237.

Soltis Investment Advisors first reported a position in CMI in Q3 2024 and has held it in 8 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Soltis Investment Advisors held 1,466 shares of Cummins worth $1.05M as of Q2 2026.
  • Soltis Investment Advisors bought 176 Cummins shares in Q2 2026, an estimated $116K.
  • Cummins made up 0.06% of Soltis Investment Advisors's portfolio in Q2 2026, its #237 holding.
  • Soltis Investment Advisors first reported a position in Cummins in Q3 2024 and has held it in 8 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.