SWASL
CMI icon

Spartan Wealth Advisory Services LLC’s Cummins CMI Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$787K Sell
1,103
-5
-0.5% -$3.29K 0.06% 176
2026
Q1 		$596K Buy
+1,108
New +$627K 0.05% 198

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 $1.9T AUM 41.92% 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 $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Spartan Wealth Advisory Services LLC's CMI Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Cummins (CMI) stake by 0.45% in Q2 2026, selling an estimated $3.29K and leaving 1,103 shares worth $787K. The position accounts for 0.06% of the portfolio, ranked #176.

Spartan Wealth Advisory Services LLC first reported a position in CMI in Q1 2026 and has held it in 2 quarters since. 2,007 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 1,103 shares of Cummins worth $787K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 5 Cummins shares in Q2 2026, an estimated $3.29K.
  • Cummins made up 0.06% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #176 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Cummins in Q1 2026 and has held it in 2 quarters since.
  • 2,007 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.