Westfuller Advisors’s Cummins CMI Stock Holding History

Westfuller 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	$224K	Sell	315 -21	-6%	-$13.8K	0.08%	139
2026 Q1	$181K	Buy	336 +11	+3%	+$6.22K	0.08%	138
2025 Q4	$166K	Sell	325 -107	-25%	-$50K	0.07%	163
2025 Q3	$183K	Buy	+432	New	+$166K	0.08%	155

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

Westfuller Advisors's CMI Position: Q2 2026 in Review

Westfuller Advisors reduced its Cummins (CMI) stake by 6.3% in Q2 2026, selling an estimated $13.8K and leaving 315 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #139.

Westfuller Advisors first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Westfuller Advisors held 315 shares of Cummins worth $224K as of Q2 2026.
Westfuller Advisors sold 21 Cummins shares in Q2 2026, an estimated $13.8K.
Cummins made up 0.08% of Westfuller Advisors's portfolio in Q2 2026, its #139 holding.
Westfuller Advisors first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.