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Annis Gardner Whiting Capital Advisors’s Cummins CMI Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$688K Buy
965
+1
+0.1% +$659 0.1% 165
2026
Q1 		$519K Buy
964
+4
+0.4% +$2.26K 0.08% 187
2025
Q4 		$490K Buy
960
+592
+161% +$277K 0.09% 180
2025
Q3 		$155K Buy
368
+148
+67% +$56.7K 0.03% 301
2025
Q2 		$72K Buy
220
+9
+4% +$2.79K 0.02% 363
2025
Q1 		$66.1K Buy
211
+21
+11% +$7.4K 0.03% 325
2024
Q4 		$66.2K Buy
190
+9
+5% +$3.16K 0.02% 320
2024
Q3 		$58.6K Sell
181
-293
-62% -$86.8K 0.02% 350
2024
Q2 		$131K Buy
474
+2
+0.4% +$572 0.04% 260
2024
Q1 		$139K Buy
472
+305
+183% +$78.6K 0.05% 230
2023
Q4 		$40K Sell
167
-3
-2% -$682 0.02% 326
2023
Q3 		$38.8K Buy
+170
New +$41K 0.02% 307

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

Annis Gardner Whiting Capital Advisors's CMI Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Cummins (CMI) stake by 0.1% in Q2 2026, buying an estimated $659 and bringing the position to 965 shares worth $688K. The position accounts for 0.1% of the portfolio, ranked #165.

Annis Gardner Whiting Capital Advisors first reported a position in CMI in Q3 2023 and has held it in 12 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 965 shares of Cummins worth $688K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 1 Cummins share in Q2 2026, an estimated $659.
  • Cummins made up 0.1% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #165 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Cummins in Q3 2023 and has held it in 12 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.