Tempus Wealth Planning’s Cummins CMI Stock Holding History

Tempus Wealth Planning’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	$324K	Buy	454 +14	+3%	+$9.22K	0.06%	221
2026 Q1	$237K	Buy	+440	New	+$249K	0.05%	243

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Tempus Wealth Planning's CMI Position: Q2 2026 in Review

Tempus Wealth Planning increased its Cummins (CMI) stake by 3.2% in Q2 2026, buying an estimated $9.22K and bringing the position to 454 shares worth $324K. The position accounts for 0.06% of the portfolio, ranked #221.

Tempus Wealth Planning first reported a position in CMI in Q1 2026 and has held it in 2 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Tempus Wealth Planning held 454 shares of Cummins worth $324K as of Q2 2026.
Tempus Wealth Planning bought 14 Cummins shares in Q2 2026, an estimated $9.22K.
Cummins made up 0.06% of Tempus Wealth Planning's portfolio in Q2 2026, its #221 holding.
Tempus Wealth Planning first reported a position in Cummins in Q1 2026 and has held it in 2 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.