American Capital Advisory’s Cummins CMI Stock Holding History

American Capital Advisory’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	$20K	Buy	28 +22	+367%	+$14.5K	0.01%	302
2026 Q1	$3.23K	Buy	6 +3	+100%	+$1.7K	﹤0.01%	454
2025 Q4	$1.53K	Hold	3	–	–	﹤0.01%	512
2025 Q3	$1.27K	Hold	3	–	–	﹤0.01%	495
2025 Q2	$983	Buy	3 +1	+50%	+$310	﹤0.01%	499
2025 Q1	$627	Buy	+2	New	+$705	﹤0.01%	482

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

American Capital Advisory's CMI Position: Q2 2026 in Review

American Capital Advisory increased its Cummins (CMI) stake by 367% in Q2 2026, buying an estimated $14.5K and bringing the position to 28 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #302.

American Capital Advisory first reported a position in CMI in Q1 2025 and has held it in 6 quarters since. 2,104 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

American Capital Advisory held 28 shares of Cummins worth $20K as of Q2 2026.
American Capital Advisory bought 22 Cummins shares in Q2 2026, an estimated $14.5K.
Cummins made up 0.01% of American Capital Advisory's portfolio in Q2 2026, its #302 holding.
American Capital Advisory first reported a position in Cummins in Q1 2025 and has held it in 6 quarters since.
2,104 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.