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Waypoint Wealth Counsel’s Cummins CMI Stock Holding History

Waypoint Wealth Counsel’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 		$358K Sell
502
-188
-27% -$124K 0.22% 82
2026
Q1 		$371K Sell
690
-32
-4% -$18.1K 0.19% 109
2025
Q4 		$369K Buy
722
+40
+6% +$18.7K 0.14% 152
2025
Q3 		$288K Buy
+682
New +$261K 0.11% 178

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

Waypoint Wealth Counsel's CMI Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Cummins (CMI) stake by 27% in Q2 2026, selling an estimated $124K and leaving 502 shares worth $358K. The position accounts for 0.22% of the portfolio, ranked #82.

Waypoint Wealth Counsel first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. The position peaked at $371K in Q1 2026. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Waypoint Wealth Counsel held 502 shares of Cummins worth $358K as of Q2 2026.
  • Waypoint Wealth Counsel sold 188 Cummins shares in Q2 2026, an estimated $124K.
  • Cummins made up 0.22% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #82 holding.
  • Waypoint Wealth Counsel first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • Waypoint Wealth Counsel's Cummins position peaked at $371K in Q1 2026.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.