Wealth Advisors of Tampa Bay’s Cummins CMI Stock Holding History

Wealth Advisors of Tampa Bay’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
2025 Q2	–	Sell	-400	Closed	-$125K	–	101
2025 Q1	$125K	Buy	+400	New	+$141K	0.05%	99

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wealth Advisors of Tampa Bay's CMI Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of Cummins (CMI) in Q2 2025, closing a stake of 400 shares — an estimated $125K sold.

Wealth Advisors of Tampa Bay first reported a position in CMI in Q1 2025 and held it in 1 quarter. The position peaked at $125K in Q1 2025. 1,562 funds tracked by Wall St. Rank hold CMI as of Q2 2025.

Wealth Advisors of Tampa Bay reported no remaining Cummins position as of Q2 2025 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 400 Cummins shares in Q2 2025, an estimated $125K.
Wealth Advisors of Tampa Bay first reported a position in Cummins in Q1 2025 and held it in 1 quarter.
Wealth Advisors of Tampa Bay's Cummins position peaked at $125K in Q1 2025.
1,562 funds tracked by Wall St. Rank held Cummins as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.