WFAG
CMI icon

Wescott Financial Advisory Group’s Cummins CMI Stock Holding History

Wescott Financial Advisory 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 		$614K Buy
860
+13
+2% +$8.56K 0.05% 121
2026
Q1 		$456K Buy
847
+2
+0.2% +$1.13K 0.04% 133
2025
Q4 		$431K Buy
845
+11
+1% +$5.14K 0.04% 135
2025
Q3 		$352K Buy
834
+4
+0.5% +$1.53K 0.03% 142
2025
Q2 		$272K Sell
830
-1
-0.1% -$310 0.03% 153
2025
Q1 		$260K Sell
831
-10
-1% -$3.52K 0.03% 150
2024
Q4 		$293K Buy
841
+26
+3% +$9.13K 0.03% 146
2024
Q3 		$264K Sell
815
-25
-3% -$7.41K 0.03% 154
2024
Q2 		$233K Buy
840
+1
+0.1% +$286 0.03% 153
2024
Q1 		$247K Buy
+839
New +$216K 0.03% 145

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

Wescott Financial Advisory Group's CMI Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Cummins (CMI) stake by 1.5% in Q2 2026, buying an estimated $8.56K and bringing the position to 860 shares worth $614K. The position accounts for 0.05% of the portfolio, ranked #121.

Wescott Financial Advisory Group first reported a position in CMI in Q1 2024 and has held it in 10 quarters since. 2,105 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Wescott Financial Advisory Group held 860 shares of Cummins worth $614K as of Q2 2026.
  • Wescott Financial Advisory Group bought 13 Cummins shares in Q2 2026, an estimated $8.56K.
  • Cummins made up 0.05% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #121 holding.
  • Wescott Financial Advisory Group first reported a position in Cummins in Q1 2024 and has held it in 10 quarters since.
  • 2,105 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.