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True Link Financial Advisors’s Cummins CMI Stock Holding History

True Link Financial Advisors’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 		– Sell
-14
Closed -$7.53K – 152
2026
Q1 		$7.53K Buy
+14
New +$7.92K ﹤0.01% 338
2025
Q1 		– Sell
-1,540
Closed -$537K – 95
2024
Q4 		$537K Buy
1,540
+1
+0.1% +$351 0.05% 35
2024
Q3 		$498K Hold
1,539
– – 0.04% 38
2024
Q2 		$426K Hold
1,539
– – 0.04% 41
2024
Q1 		$453K Buy
+1,539
New +$397K 0.04% 44
2021
Q2 		– Sell
-3,250
Closed -$842K – 717
2021
Q1 		$842K Sell
3,250
-154
-5% -$38.5K 0.12% 75
2020
Q4 		$773K Buy
+3,404
New +$764K 0.12% 74

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

True Link Financial Advisors's CMI Position: Q2 2026 in Review

True Link Financial Advisors sold out of Cummins (CMI) in Q2 2026, closing a stake of 14 shares — an estimated $7.53K sold.

True Link Financial Advisors first reported a position in CMI in Q4 2020 and held it in 7 quarters. The position peaked at $842K in Q1 2021. 2,092 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • True Link Financial Advisors reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 14 Cummins shares in Q2 2026, an estimated $7.53K.
  • True Link Financial Advisors first reported a position in Cummins in Q4 2020 and held it in 7 quarters.
  • True Link Financial Advisors's Cummins position peaked at $842K in Q1 2021.
  • 2,092 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.