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Wilkerson Advisory Group’s Cummins CMI Stock Holding History

Wilkerson 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 		$164K Buy
230
+58
+34% +$38.2K 0.05% 113
2026
Q1 		$92.5K Buy
172
+45
+35% +$25.5K 0.03% 152
2025
Q4 		$64.8K Buy
+127
New +$59.4K 0.02% 144

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

Wilkerson Advisory Group's CMI Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Cummins (CMI) stake by 34% in Q2 2026, buying an estimated $38.2K and bringing the position to 230 shares worth $164K. The position accounts for 0.05% of the portfolio, ranked #113.

Wilkerson Advisory Group first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Wilkerson Advisory Group held 230 shares of Cummins worth $164K as of Q2 2026.
  • Wilkerson Advisory Group bought 58 Cummins shares in Q2 2026, an estimated $38.2K.
  • Cummins made up 0.05% of Wilkerson Advisory Group's portfolio in Q2 2026, its #113 holding.
  • Wilkerson Advisory Group first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.