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Sound View Wealth Advisors Group’s Cummins CMI Stock Holding History

Sound View Wealth Advisors Group’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 		$593K Sell
831
-100
-11% -$65.9K 0.04% 260
2026
Q1 		$501K Sell
931
-50
-5% -$28.3K 0.03% 269
2025
Q4 		$501K Buy
981
+20
+2% +$9.35K 0.03% 269
2025
Q3 		$406K Buy
961
+1
+0.1% +$383 0.03% 297
2025
Q2 		$315K Sell
960
-117
-11% -$36.2K 0.02% 339
2025
Q1 		$338K Buy
1,077
+56
+5% +$19.7K 0.03% 315
2024
Q4 		$356K Sell
1,021
-2
-0.2% -$703 0.03% 310
2024
Q3 		$331K Buy
1,023
+6
+0.6% +$1.78K 0.03% 320
2024
Q2 		$282K Buy
1,017
+1
+0.1% +$286 0.03% 310
2024
Q1 		$299K Buy
1,016
+26
+3% +$6.7K 0.03% 306
2023
Q4 		$237K Buy
990
+1
+0.1% +$227 0.03% 345
2023
Q3 		$226K Buy
989
+3
+0.3% +$724 0.03% 334
2023
Q2 		$242K Buy
986
+32
+3% +$7.25K 0.03% 317
2023
Q1 		$228K Sell
954
-36
-4% -$8.79K 0.03% 331
2022
Q4 		$237K Buy
+990
New +$235K 0.03% 345

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

Sound View Wealth Advisors Group's CMI Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Cummins (CMI) stake by 11% in Q2 2026, selling an estimated $65.9K and leaving 831 shares worth $593K. The position accounts for 0.04% of the portfolio, ranked #260.

Sound View Wealth Advisors Group first reported a position in CMI in Q4 2022 and has held it in 15 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Sound View Wealth Advisors Group held 831 shares of Cummins worth $593K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 100 Cummins shares in Q2 2026, an estimated $65.9K.
  • Cummins made up 0.04% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #260 holding.
  • Sound View Wealth Advisors Group first reported a position in Cummins in Q4 2022 and has held it in 15 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.