55 North Private Wealth’s Cummins CMI Stock Holding History

55 North Private Wealth’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	$360K	Buy	505 +93	+23%	+$61.3K	0.07%	139
2026 Q1	$222K	Buy	+412	New	+$233K	0.06%	189

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 $3.37T AUM 44.26% 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

55 North Private Wealth's CMI Position: Q2 2026 in Review

55 North Private Wealth increased its Cummins (CMI) stake by 23% in Q2 2026, buying an estimated $61.3K and bringing the position to 505 shares worth $360K. The position accounts for 0.07% of the portfolio, ranked #139.

55 North Private Wealth first reported a position in CMI in Q1 2026 and has held it in 2 quarters since. 2,089 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

55 North Private Wealth held 505 shares of Cummins worth $360K as of Q2 2026.
55 North Private Wealth bought 93 Cummins shares in Q2 2026, an estimated $61.3K.
Cummins made up 0.07% of 55 North Private Wealth's portfolio in Q2 2026, its #139 holding.
55 North Private Wealth first reported a position in Cummins in Q1 2026 and has held it in 2 quarters since.
2,089 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.