Twin Peaks Wealth Advisors’s Cummins CMI Stock Holding History

Twin Peaks Wealth 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	-99	Closed	-$53.2K	–	611
2026 Q1	$53.2K	Buy	+99	New	+$56K	0.01%	426
2025 Q3	–	Sell	-61	Closed	-$24.3K	–	540
2025 Q2	$24.3K	Buy	+61	New	+$18.9K	0.01%	537

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

Twin Peaks Wealth Advisors's CMI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Cummins (CMI) in Q2 2026, closing a stake of 99 shares — an estimated $53.2K sold.

Twin Peaks Wealth Advisors first reported a position in CMI in Q2 2025 and held it in 2 quarters. The position peaked at $53.2K in Q1 2026. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 99 Cummins shares in Q2 2026, an estimated $53.2K.
Twin Peaks Wealth Advisors first reported a position in Cummins in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Cummins position peaked at $53.2K in Q1 2026.
2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.