Berman McAleer’s Cummins CMI Stock Holding History

Berman McAleer’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	$846K	Sell	1,186 -374	-24%	-$246K	0.1%	74
2026 Q1	$839K	Hold	1,560	–	–	0.11%	71
2025 Q4	$796K	Buy	1,560 +3	+0.2%	+$1.4K	0.11%	72
2025 Q3	$658K	Buy	+1,557	New	+$597K	0.09%	78

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

Berman McAleer's CMI Position: Q2 2026 in Review

Berman McAleer reduced its Cummins (CMI) stake by 24% in Q2 2026, selling an estimated $246K and leaving 1,186 shares worth $846K. The position accounts for 0.1% of the portfolio, ranked #74.

Berman McAleer first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 2,089 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Berman McAleer held 1,186 shares of Cummins worth $846K as of Q2 2026.
Berman McAleer sold 374 Cummins shares in Q2 2026, an estimated $246K.
Cummins made up 0.1% of Berman McAleer's portfolio in Q2 2026, its #74 holding.
Berman McAleer first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
2,089 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.