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Americana Partners’s Cummins CMI Stock Holding History

Americana 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 		$1.39M Buy
1,948
+189
+11% +$125K 0.03% 275
2026
Q1 		$946K Buy
1,759
+329
+23% +$186K 0.02% 285
2025
Q4 		$730K Buy
1,430
+382
+36% +$179K 0.02% 295
2025
Q3 		$443K Sell
1,048
-2,934
-74% -$1.12M 0.01% 330
2025
Q2 		$1.3M Sell
3,982
-155
-4% -$48K 0.05% 223
2025
Q1 		$1.3M Buy
4,137
+1,364
+49% +$481K 0.05% 202
2024
Q4 		$967K Buy
2,773
+241
+10% +$84.7K 0.04% 224
2024
Q3 		$820K Buy
2,532
+1,554
+159% +$460K 0.06% 206
2024
Q2 		$271K Buy
978
+7
+0.7% +$2K 0.02% 304
2024
Q1 		$286K Buy
+971
New +$250K 0.02% 294
2023
Q3 		– Sell
-4,225
Closed -$1.04M – 300
2023
Q2 		$1.04M Buy
4,225
+1,371
+48% +$310K 0.13% 141
2023
Q1 		$682K Buy
+2,854
New +$697K 0.11% 153
2022
Q2 		– Sell
-1,008
Closed -$206K – 255
2022
Q1 		$206K Buy
+1,008
New +$218K 0.06% 214
2021
Q4 		– Sell
-1,122
Closed -$252K – 264
2021
Q3 		$252K Buy
+1,122
New +$263K 0.06% 210
2020
Q1 		– Sell
-45
Closed -$8K – 177
2019
Q4 		$8K Buy
+45
New +$7.92K ﹤0.01% 444

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

Americana Partners's CMI Position: Q2 2026 in Review

Americana Partners increased its Cummins (CMI) stake by 11% in Q2 2026, buying an estimated $125K and bringing the position to 1,948 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #275.

Americana Partners first reported a position in CMI in Q4 2019 and has held it in 15 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Americana Partners held 1,948 shares of Cummins worth $1.39M as of Q2 2026.
  • Americana Partners bought 189 Cummins shares in Q2 2026, an estimated $125K.
  • Cummins made up 0.03% of Americana Partners's portfolio in Q2 2026, its #275 holding.
  • Americana Partners first reported a position in Cummins in Q4 2019 and has held it in 15 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.