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Stiles Financial Services’s Cummins CMI Stock Holding History

Stiles Financial Services’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 		$4.06M Sell
5,693
-51
-0.9% -$33.6K 1.02% 27
2026
Q1 		$3.09M Buy
5,744
+61
+1% +$34.5K 0.94% 34
2025
Q4 		$2.9M Sell
5,683
-91
-2% -$42.5K 0.89% 36
2025
Q3 		$2.44M Buy
5,774
+255
+5% +$97.8K 0.77% 44
2025
Q2 		$1.81M Buy
5,519
+675
+14% +$209K 0.62% 54
2025
Q1 		$1.52M Sell
4,844
-466
-9% -$164K 0.58% 60
2024
Q4 		$1.85M Buy
5,310
+25
+0.5% +$8.78K 0.67% 50
2024
Q3 		$1.71M Buy
5,285
+193
+4% +$57.2K 0.6% 56
2024
Q2 		$1.41M Buy
5,092
+23
+0.5% +$6.57K 0.54% 60
2024
Q1 		$1.49M Buy
5,069
+514
+11% +$132K 0.6% 57
2023
Q4 		$1.09M Buy
4,555
+630
+16% +$143K 0.5% 69
2023
Q3 		$897K Buy
3,925
+1,368
+54% +$330K 0.47% 65
2023
Q2 		$627K Sell
2,557
-176
-6% -$39.9K 0.31% 91
2023
Q1 		$653K Sell
2,733
-38
-1% -$9.28K 0.35% 84
2022
Q4 		$671K Sell
2,771
-3
-0.1% -$714 0.38% 77
2022
Q3 		$564K Buy
2,774
+358
+15% +$76.2K 0.34% 78
2022
Q2 		$468K Sell
2,416
-29
-1% -$5.8K 0.28% 97
2022
Q1 		$501K Buy
2,445
+381
+18% +$82.4K 0.25% 104
2021
Q4 		$450K Buy
+2,064
New +$470K 0.22% 108

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

Stiles Financial Services's CMI Position: Q2 2026 in Review

Stiles Financial Services reduced its Cummins (CMI) stake by 0.89% in Q2 2026, selling an estimated $33.6K and leaving 5,693 shares worth $4.06M. The position accounts for 1.02% of the portfolio, ranked #27.

Stiles Financial Services first reported a position in CMI in Q4 2021 and has held it in 19 quarters since. 2,104 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Stiles Financial Services held 5,693 shares of Cummins worth $4.06M as of Q2 2026.
  • Stiles Financial Services sold 51 Cummins shares in Q2 2026, an estimated $33.6K.
  • Cummins made up 1.02% of Stiles Financial Services's portfolio in Q2 2026, its #27 holding.
  • Stiles Financial Services first reported a position in Cummins in Q4 2021 and has held it in 19 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.