XML Financial’s Cummins CMI Stock Holding History

XML Financial’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
2025 Q2	–	Sell	-100	Closed	-$31.3K	–	398
2025 Q1	$31.3K	Buy	+100	New	+$35.2K	﹤0.01%	366

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 $3.38T AUM 44.17% 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

XML Financial's CMI Position: Q2 2026 in Review

XML Financial reduced its Cummins (CMI) stake by 6.5% in Q2 2026, selling an estimated $273K and leaving 5,938 shares worth $4.24M. The position accounts for 0.31% of the portfolio, ranked #79.

XML Financial first reported a position in CMI in Q3 2021 and has held it in 19 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

XML Financial held 5,938 shares of Cummins worth $4.24M as of Q2 2026.
XML Financial sold 415 Cummins shares in Q2 2026, an estimated $273K.
Cummins made up 0.31% of XML Financial's portfolio in Q2 2026, its #79 holding.
XML Financial first reported a position in Cummins in Q3 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 XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.