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Advisors Capital Management’s Cummins CMI Stock Holding History

Advisors 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 		$749K Buy
1,050
+91
+9% +$60K 0.01% 376
2026
Q1 		$516K Buy
959
+60
+7% +$34K 0.01% 386
2025
Q4 		$459K Buy
899
+107
+14% +$50K 0.01% 415
2025
Q3 		$335K Buy
792
+18
+2% +$6.9K ﹤0.01% 457
2025
Q2 		$254K Sell
774
-20
-3% -$6.19K ﹤0.01% 467
2025
Q1 		$249K Buy
794
+5
+0.6% +$1.76K ﹤0.01% 465
2024
Q4 		$275K Buy
+789
New +$277K ﹤0.01% 456

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

Advisors Capital Management's CMI Position: Q2 2026 in Review

Advisors Capital Management increased its Cummins (CMI) stake by 9.5% in Q2 2026, buying an estimated $60K and bringing the position to 1,050 shares worth $749K. The position accounts for 0.01% of the portfolio, ranked #376.

Advisors Capital Management first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Advisors Capital Management held 1,050 shares of Cummins worth $749K as of Q2 2026.
  • Advisors Capital Management bought 91 Cummins shares in Q2 2026, an estimated $60K.
  • Cummins made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #376 holding.
  • Advisors Capital Management first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.