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Walkner Condon Financial Advisors’s Cummins CMI Stock Holding History

Walkner Condon Financial 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 		$255K Buy
+357
New +$235K 0.03% 292
2026
Q1 		– Sell
-479
Closed -$245K – 327
2025
Q4 		$245K Sell
479
-13
-3% -$6.08K 0.03% 267
2025
Q3 		$208K Buy
+492
New +$189K 0.03% 288

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

Walkner Condon Financial Advisors's CMI Position: Q2 2026 in Review

Walkner Condon Financial Advisors opened a new position in Cummins (CMI) in Q2 2026: 357 shares worth $255K. The stake represents 0.03% of the portfolio and ranks #292 among its holdings. This is a return to the name: Walkner Condon Financial Advisors previously reported a position in CMI as recently as Q4 2025.

Walkner Condon Financial Advisors first reported a position in CMI in Q3 2025 and has held it in 3 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Walkner Condon Financial Advisors held 357 shares of Cummins worth $255K as of Q2 2026.
  • Cummins was a new Walkner Condon Financial Advisors position in Q2 2026.
  • Cummins made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #292 holding.
  • Walkner Condon Financial Advisors first reported a position in Cummins in Q3 2025 and has held it in 3 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.