Wealth Dimensions Group’s Cummins CMI Stock Holding History

Wealth Dimensions Group’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	$319K	Buy	447 +1	+0.2%	+$659	0.06%	140
2026 Q1	$240K	Hold	446	–	–	0.05%	155
2025 Q4	$227K	Sell	446 -249	-36%	-$116K	0.05%	153
2025 Q3	$293K	Buy	695 +1	+0.1%	+$383	0.06%	133
2025 Q2	$227K	Buy	694 +2	+0.3%	+$619	0.05%	155
2025 Q1	$217K	Buy	692 +1	+0.1%	+$352	0.05%	152
2024 Q4	$241K	Buy	+691	New	+$243K	0.06%	133

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

Wealth Dimensions Group's CMI Position: Q2 2026 in Review

Wealth Dimensions Group increased its Cummins (CMI) stake by 0.22% in Q2 2026, buying an estimated $659 and bringing the position to 447 shares worth $319K. The position accounts for 0.06% of the portfolio, ranked #140.

Wealth Dimensions Group first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Wealth Dimensions Group held 447 shares of Cummins worth $319K as of Q2 2026.
Wealth Dimensions Group bought 1 Cummins share in Q2 2026, an estimated $659.
Cummins made up 0.06% of Wealth Dimensions Group's portfolio in Q2 2026, its #140 holding.
Wealth Dimensions Group first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.