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Trueblood Wealth Management’s Cummins CMI Stock Holding History

Trueblood Wealth Management’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 		$1.96M Buy
2,743
+33
+1% +$21.7K 0.68% 38
2026
Q1 		$1.46M Sell
2,710
-20
-0.7% -$11.3K 0.57% 52
2025
Q4 		$1.39M Buy
2,730
+164
+6% +$76.7K 0.54% 61
2025
Q3 		$1.08M Buy
2,566
+82
+3% +$31.4K 0.42% 82
2025
Q2 		$813K Buy
2,484
+396
+19% +$123K 0.34% 101
2025
Q1 		$654K Buy
+2,088
New +$736K 0.3% 114

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 $3.38T AUM 44.17% 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

Trueblood Wealth Management's CMI Position: Q2 2026 in Review

Trueblood Wealth Management increased its Cummins (CMI) stake by 1.2% in Q2 2026, buying an estimated $21.7K and bringing the position to 2,743 shares worth $1.96M. The position accounts for 0.68% of the portfolio, ranked #38.

Trueblood Wealth Management first reported a position in CMI in Q1 2025 and has held it in 6 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Trueblood Wealth Management held 2,743 shares of Cummins worth $1.96M as of Q2 2026.
  • Trueblood Wealth Management bought 33 Cummins shares in Q2 2026, an estimated $21.7K.
  • Cummins made up 0.68% of Trueblood Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Trueblood Wealth Management first reported a position in Cummins in Q1 2025 and has held it in 6 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.