Aspiriant LLC’s Cummins CMI Stock Holding History

Aspiriant LLC’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	$472K	Buy	662 +238	+56%	+$157K	0.01%	255
2026 Q1	$228K	Buy	+424	New	+$240K	0.01%	317
2024 Q2	–	Sell	-764	Closed	-$225K	–	293
2024 Q1	$225K	Buy	+764	New	+$197K	0.01%	295

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

Aspiriant LLC's CMI Position: Q2 2026 in Review

Aspiriant LLC increased its Cummins (CMI) stake by 56% in Q2 2026, buying an estimated $157K and bringing the position to 662 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #255.

Aspiriant LLC first reported a position in CMI in Q1 2024 and has held it in 3 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Aspiriant LLC held 662 shares of Cummins worth $472K as of Q2 2026.
Aspiriant LLC bought 238 Cummins shares in Q2 2026, an estimated $157K.
Cummins made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #255 holding.
Aspiriant LLC first reported a position in Cummins in Q1 2024 and has held it in 3 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.