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Callan Family Office’s Cummins CMI Stock Holding History

Callan Family Office’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 		$3.71M Buy
5,198
+93
+2% +$61.3K 0.07% 242
2026
Q1 		$2.75M Sell
5,105
-31
-0.6% -$17.5K 0.06% 289
2025
Q4 		$2.62M Buy
5,136
+2,830
+123% +$1.32M 0.06% 300
2025
Q3 		$974K Sell
2,306
-279
-11% -$107K 0.03% 380
2025
Q2 		$847K Buy
2,585
+1,346
+109% +$417K 0.03% 439
2025
Q1 		$388K Sell
1,239
-89
-7% -$31.4K 0.03% 378
2024
Q4 		$463K Buy
+1,328
New +$467K 0.03% 383

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

Callan Family Office's CMI Position: Q2 2026 in Review

Callan Family Office increased its Cummins (CMI) stake by 1.8% in Q2 2026, buying an estimated $61.3K and bringing the position to 5,198 shares worth $3.71M. The position accounts for 0.07% of the portfolio, ranked #242.

Callan Family Office first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Callan Family Office held 5,198 shares of Cummins worth $3.71M as of Q2 2026.
  • Callan Family Office bought 93 Cummins shares in Q2 2026, an estimated $61.3K.
  • Cummins made up 0.07% of Callan Family Office's portfolio in Q2 2026, its #242 holding.
  • Callan Family Office first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.