Stephens Consulting’s Cummins CMI Stock Holding History

Stephens Consulting’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
2025 Q4	$15.8K	Hold	31	–	–	0.01%	213
2025 Q3	$13.1K	Sell	31 -2	-6%	-$767	﹤0.01%	214
2025 Q2	$10.8K	Buy	33 +2	+6%	+$619	﹤0.01%	321
2025 Q1	$9.72K	Buy	+31	New	+$10.9K	﹤0.01%	328

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stephens Consulting's CMI Position: Q4 2025 in Review

Stephens Consulting held its Cummins (CMI) position steady in Q4 2025 at 31 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #213.

Stephens Consulting first reported a position in CMI in Q1 2025 and has held it in 4 quarters since. 1,872 funds tracked by Wall St. Rank hold CMI as of Q4 2025.

Stephens Consulting held 31 shares of Cummins worth $15.8K as of Q4 2025.
Stephens Consulting left its Cummins share count unchanged in Q4 2025.
Cummins made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #213 holding.
Stephens Consulting first reported a position in Cummins in Q1 2025 and has held it in 4 quarters since.
1,872 funds tracked by Wall St. Rank held Cummins as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.