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Swisher Financial Concepts’s Cummins CMI Stock Holding History

Swisher Financial Concepts’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 		$146K Sell
205
-392
-66% -$258K 0.09% 78
2026
Q1 		$321K Hold
597
– – 0.18% 68
2025
Q4 		$305K Buy
597
+1
+0.2% +$467 0.17% 71
2025
Q3 		$252K Sell
596
-125
-17% -$47.9K 0.15% 76
2025
Q2 		$236K Hold
721
– – 0.15% 84
2025
Q1 		$226K Buy
+721
New +$254K 0.19% 72
2024
Q4 		– Sell
-783
Closed -$255K – 68
2024
Q3 		$255K Buy
783
+1
+0.1% +$296 0.16% 75
2024
Q2 		$209K Hold
782
– – 0.21% 75
2024
Q1 		$235K Sell
782
-139
-15% -$35.8K 0.2% 74
2023
Q4 		$215K Buy
+921
New +$209K 0.21% 75

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

Swisher Financial Concepts's CMI Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Cummins (CMI) stake by 66% in Q2 2026, selling an estimated $258K and leaving 205 shares worth $146K. The position accounts for 0.09% of the portfolio, ranked #78.

Swisher Financial Concepts first reported a position in CMI in Q4 2023 and has held it in 10 quarters since. The position peaked at $321K in Q1 2026. 2,100 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Swisher Financial Concepts held 205 shares of Cummins worth $146K as of Q2 2026.
  • Swisher Financial Concepts sold 392 Cummins shares in Q2 2026, an estimated $258K.
  • Cummins made up 0.09% of Swisher Financial Concepts's portfolio in Q2 2026, its #78 holding.
  • Swisher Financial Concepts first reported a position in Cummins in Q4 2023 and has held it in 10 quarters since.
  • Swisher Financial Concepts's Cummins position peaked at $321K in Q1 2026.
  • 2,100 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.