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Whipplewood Advisors’s Cummins CMI Stock Holding History

Whipplewood 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 		$4.99K Sell
7
-29
-81% -$19.1K ﹤0.01% 315
2026
Q1 		$19.4K Buy
+36
New +$20.4K 0.01% 399
2025
Q3 		– Sell
-40
Closed -$13.1K – 471
2025
Q2 		$13.1K Buy
40
+34
+567% +$10.5K 0.01% 523
2025
Q1 		$11.9K Sell
6
-33
-85% -$11.6K 0.01% 532
2024
Q4 		$13.6K Buy
+39
New +$13.7K 0.01% 505

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's CMI Position: Q2 2026 in Review

Whipplewood Advisors reduced its Cummins (CMI) stake by 81% in Q2 2026, selling an estimated $19.1K and leaving 7 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Whipplewood Advisors first reported a position in CMI in Q4 2024 and has held it in 5 quarters since. The position peaked at $19.4K in Q1 2026. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Whipplewood Advisors held 7 shares of Cummins worth $4.99K as of Q2 2026.
  • Whipplewood Advisors sold 29 Cummins shares in Q2 2026, an estimated $19.1K.
  • Cummins made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #315 holding.
  • Whipplewood Advisors first reported a position in Cummins in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Cummins position peaked at $19.4K in Q1 2026.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.