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Almanack Investment Partners’s Cummins CMI Stock Holding History

Almanack 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 		$299K Buy
+419
New +$276K 0.04% 234
2022
Q4 		– Sell
-221
Closed -$45K – 366
2022
Q3 		$45K Buy
+221
New +$47K 0.01% 278

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

Almanack Investment Partners's CMI Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in Cummins (CMI) in Q2 2026: 419 shares worth $299K. The stake represents 0.04% of the portfolio and ranks #234 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in CMI as recently as Q3 2022.

Almanack Investment Partners first reported a position in CMI in Q3 2022 and has held it in 2 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Almanack Investment Partners held 419 shares of Cummins worth $299K as of Q2 2026.
  • Cummins was a new Almanack Investment Partners position in Q2 2026.
  • Cummins made up 0.04% of Almanack Investment Partners's portfolio in Q2 2026, its #234 holding.
  • Almanack Investment Partners first reported a position in Cummins in Q3 2022 and has held it in 2 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.