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Wilson & Boucher Capital Management’s Cummins CMI Stock Holding History

Wilson & Boucher Capital Management’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 		$1.97M Sell
2,758
-2
-0.1% -$1.32K 1.15% 22
2026
Q1 		$1.48M Sell
2,760
-28
-1% -$15.8K 0.99% 29
2025
Q4 		$1.42M Sell
2,788
-10
-0.4% -$4.67K 0.93% 27
2025
Q3 		$1.18M Sell
2,798
-70
-2% -$26.8K 0.78% 35
2025
Q2 		$939K Hold
2,868
– – 0.66% 43
2025
Q1 		$899K Hold
2,868
– – 0.67% 43
2024
Q4 		$1,000K Hold
2,868
– – 0.71% 40
2024
Q3 		$929K Sell
2,868
-15
-0.5% -$4.44K 0.64% 44
2024
Q2 		$798K Buy
2,883
+75
+3% +$21.4K 0.61% 45
2024
Q1 		$827K Sell
2,808
-550
-16% -$142K 0.65% 43
2023
Q4 		$804K Sell
3,358
-15
-0.4% -$3.41K 0.68% 46
2023
Q3 		$771K Sell
3,373
-11
-0.3% -$2.66K 0.73% 44
2023
Q2 		$830K Hold
3,384
– – 0.75% 40
2023
Q1 		$808K Hold
3,384
– – 0.78% 43
2022
Q4 		$820K Buy
3,384
+250
+8% +$59.5K 0.84% 42
2022
Q3 		$638K Buy
3,134
+200
+7% +$42.6K 0.74% 43
2022
Q2 		$568K Sell
2,934
-50
-2% -$10K 0.62% 51
2022
Q1 		$612K Hold
2,984
– – 0.55% 57
2021
Q4 		$651K Buy
+2,984
New +$680K 0.59% 54

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

Wilson & Boucher Capital Management's CMI Position: Q2 2026 in Review

Wilson & Boucher Capital Management reduced its Cummins (CMI) stake by 0.07% in Q2 2026, selling an estimated $1.32K and leaving 2,758 shares worth $1.97M. The position accounts for 1.15% of the portfolio, ranked #22.

Wilson & Boucher Capital Management first reported a position in CMI in Q4 2021 and has held it in 19 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Wilson & Boucher Capital Management held 2,758 shares of Cummins worth $1.97M as of Q2 2026.
  • Wilson & Boucher Capital Management sold 2 Cummins shares in Q2 2026, an estimated $1.32K.
  • Cummins made up 1.15% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #22 holding.
  • Wilson & Boucher Capital Management first reported a position in Cummins in Q4 2021 and has held it in 19 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.