West Financial Advisors’s Cummins CMI Stock Holding History

West 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	$89.9K	Hold	126	–	–	0.01%	88
2026 Q1	$67.8K	Hold	126	–	–	0.01%	87
2025 Q4	$64.3K	Hold	126	–	–	0.01%	87
2025 Q3	$53.2K	Hold	126	–	–	0.01%	100
2025 Q2	$41.3K	Hold	126	–	–	0.01%	109
2025 Q1	$39.5K	Hold	126	–	–	0.01%	106
2024 Q4	$43.9K	Hold	126	–	–	0.01%	101
2024 Q3	$40.8K	Hold	126	–	–	0.01%	95
2024 Q2	$34.9K	Hold	126	–	–	0.01%	89
2024 Q1	$37.1K	Hold	126	–	–	0.01%	90
2023 Q4	$30.2K	Hold	126	–	–	0.01%	94
2023 Q3	$28.8K	Hold	126	–	–	0.01%	92
2023 Q2	$30.9K	Hold	126	–	–	0.01%	92
2023 Q1	$30.1K	Hold	126	–	–	0.01%	91
2022 Q4	$30.5K	Hold	126	–	–	0.01%	89
2022 Q3	$26K	Buy	+126	New	+$26.8K	0.01%	118

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

West Financial Advisors's CMI Position: Q2 2026 in Review

West Financial Advisors held its Cummins (CMI) position steady in Q2 2026 at 126 shares worth $89.9K. The position accounts for 0.01% of the portfolio, ranked #88.

West Financial Advisors first reported a position in CMI in Q3 2022 and has held it in 16 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

West Financial Advisors held 126 shares of Cummins worth $89.9K as of Q2 2026.
West Financial Advisors left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #88 holding.
West Financial Advisors first reported a position in Cummins in Q3 2022 and has held it in 16 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.