Balyasny Asset Management’s Cummins CMI Stock Holding History

Balyasny Asset Management’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
2022 Q4	–	Sell	-11,200	Closed	-$2.28M	–	2830
2022 Q3	$2.28M	Buy	11,200 +8,400	+300%	+$1.79M	0.01%	1430
2022 Q2	$542K	Buy	+2,800	New	+$560K	﹤0.01%	1949
2021 Q4	–	Sell	-50,000	Closed	-$11.2M	–	2285
2021 Q3	$11.2M	Buy	+50,000	New	+$11.7M	0.05%	524
2019 Q3	–	Sell	-50,000	Closed	-$8.5M	–	1223
2019 Q2	$8.5M	Buy	+50,000	New	+$8.19M	0.05%	451
2017 Q1	–	Sell	-100,000	Closed	-$13.7M	–	1610
2016 Q4	$13.7M	Buy	+100,000	New	+$13.4M	0.07%	382

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 $3.38T AUM 44.17% 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

Balyasny Asset Management's CMI Position: Q2 2026 in Review

Balyasny Asset Management reduced its Cummins (CMI) stake by 32% in Q2 2026, selling an estimated $1.26M and leaving 3,973 shares worth $2.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Balyasny Asset Management first reported a position in CMI in Q2 2013 and has held it in 27 quarters since. The position peaked at $170M in Q4 2025. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Balyasny Asset Management held 3,973 shares of Cummins worth $2.83M as of Q2 2026.
Balyasny Asset Management sold 1,906 Cummins shares in Q2 2026, an estimated $1.26M.
Cummins made up ﹤0.01% of Balyasny Asset Management's portfolio in Q2 2026, its #1652 holding.
Balyasny Asset Management first reported a position in Cummins in Q2 2013 and has held it in 27 quarters since.
Balyasny Asset Management's Cummins position peaked at $170M in Q4 2025.
2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.