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World Investment Advisors’s Cummins CMI Stock Holding History

World Investment 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 		$6.51M Sell
12,063
-110
-0.9% -$72.5K 0.11% 212
2026
Q1 		$6.55M Sell
12,173
-239
-2% -$135K 0.11% 215
2025
Q4 		$6.34M Buy
12,412
+385
+3% +$180K 0.1% 223
2025
Q3 		$5.08M Buy
12,027
+628
+6% +$241K 0.1% 222
2025
Q2 		$3.73M Buy
11,399
+9,119
+400% +$2.82M 0.08% 260
2025
Q1 		$715K Buy
2,280
+1,395
+158% +$491K 0.02% 592
2024
Q4 		$309K Buy
+885
New +$311K 0.01% 813

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

World Investment Advisors's CMI Position: Q2 2026 in Review

World Investment Advisors reduced its Cummins (CMI) stake by 0.9% in Q2 2026, selling an estimated $72.5K and leaving 12,063 shares worth $6.51M. The position accounts for 0.11% of the portfolio, ranked #212.

World Investment Advisors first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.55M in Q1 2026. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • World Investment Advisors held 12,063 shares of Cummins worth $6.51M as of Q2 2026.
  • World Investment Advisors sold 110 Cummins shares in Q2 2026, an estimated $72.5K.
  • Cummins made up 0.11% of World Investment Advisors's portfolio in Q2 2026, its #212 holding.
  • World Investment Advisors first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • World Investment Advisors's Cummins position peaked at $6.55M in Q1 2026.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.