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VestGen Advisors’s Cummins CMI Stock Holding History

VestGen 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 		$1.29M Buy
1,808
+79
+5% +$52.1K 0.04% 399
2026
Q1 		$1.22M Buy
1,729
+601
+53% +$340K 0.03% 409
2025
Q4 		$576K Sell
1,128
-196
-15% -$91.6K 0.02% 454
2025
Q3 		$559K Buy
+1,324
New +$508K 0.02% 463

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

VestGen Advisors's CMI Position: Q2 2026 in Review

VestGen Advisors increased its Cummins (CMI) stake by 4.6% in Q2 2026, buying an estimated $52.1K and bringing the position to 1,808 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #399.

VestGen Advisors first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • VestGen Advisors held 1,808 shares of Cummins worth $1.29M as of Q2 2026.
  • VestGen Advisors bought 79 Cummins shares in Q2 2026, an estimated $52.1K.
  • Cummins made up 0.04% of VestGen Advisors's portfolio in Q2 2026, its #399 holding.
  • VestGen Advisors first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.