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3Chopt Investment Partners’s Cummins CMI Stock Holding History

3Chopt Investment Partners’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 		$834K Buy
1,170
+227
+24% +$150K 0.16% 113
2026
Q1 		$507K Buy
943
+44
+5% +$24.9K 0.12% 139
2025
Q4 		$459K Buy
899
+11
+1% +$5.14K 0.1% 151
2025
Q3 		$375K Buy
+888
New +$340K 0.09% 163

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

3Chopt Investment Partners's CMI Position: Q2 2026 in Review

3Chopt Investment Partners increased its Cummins (CMI) stake by 24% in Q2 2026, buying an estimated $150K and bringing the position to 1,170 shares worth $834K. The position accounts for 0.16% of the portfolio, ranked #113.

3Chopt Investment Partners first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • 3Chopt Investment Partners held 1,170 shares of Cummins worth $834K as of Q2 2026.
  • 3Chopt Investment Partners bought 227 Cummins shares in Q2 2026, an estimated $150K.
  • Cummins made up 0.16% of 3Chopt Investment Partners's portfolio in Q2 2026, its #113 holding.
  • 3Chopt Investment Partners first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.