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Valmark Advisers’s Cummins CMI Stock Holding History

Valmark Advisers’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 		$624K Sell
874
-3
-0.3% -$1.98K 0.01% 461
2026
Q1 		$472K Buy
877
+16
+2% +$9.05K 0.01% 477
2025
Q4 		$440K Buy
861
+33
+4% +$15.4K 0.01% 469
2025
Q3 		$350K Buy
828
+7
+0.9% +$2.68K ﹤0.01% 513
2025
Q2 		$269K Buy
821
+1
+0.1% +$310 ﹤0.01% 571
2025
Q1 		$257K Sell
820
-34
-4% -$12K ﹤0.01% 551
2024
Q4 		$298K Buy
854
+148
+21% +$52K ﹤0.01% 511
2024
Q3 		$229K Sell
706
-32
-4% -$9.48K ﹤0.01% 554
2024
Q2 		$204K Buy
738
+47
+7% +$13.4K ﹤0.01% 546
2024
Q1 		$204K Buy
+691
New +$178K ﹤0.01% 528

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

Valmark Advisers's CMI Position: Q2 2026 in Review

Valmark Advisers reduced its Cummins (CMI) stake by 0.34% in Q2 2026, selling an estimated $1.98K and leaving 874 shares worth $624K. The position accounts for 0.01% of the portfolio, ranked #461.

Valmark Advisers first reported a position in CMI in Q1 2024 and has held it in 10 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Valmark Advisers held 874 shares of Cummins worth $624K as of Q2 2026.
  • Valmark Advisers sold 3 Cummins shares in Q2 2026, an estimated $1.98K.
  • Cummins made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #461 holding.
  • Valmark Advisers first reported a position in Cummins in Q1 2024 and has held it in 10 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.