Visionary Wealth Advisors’s Cummins CMI Stock Holding History

Visionary 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	$301K	Sell	423 -3	-0.7%	-$1.98K	0.01%	544
2026 Q1	$229K	Hold	426	–	–	0.01%	578
2025 Q4	$217K	Buy	+426	New	+$199K	0.01%	575

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

Visionary Wealth Advisors's CMI Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Cummins (CMI) stake by 0.7% in Q2 2026, selling an estimated $1.98K and leaving 423 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #544.

Visionary Wealth Advisors first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,104 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Visionary Wealth Advisors held 423 shares of Cummins worth $301K as of Q2 2026.
Visionary Wealth Advisors sold 3 Cummins shares in Q2 2026, an estimated $1.98K.
Cummins made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #544 holding.
Visionary Wealth Advisors first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
2,104 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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