Cardiff Park Advisors’s Cummins CMI Stock Holding History

Cardiff Park 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	$774K	Hold	1,085	–	–	0.06%	137
2026 Q1	$584K	Hold	1,085	–	–	0.05%	162
2025 Q4	$554K	Sell	1,085 -100	-8%	-$46.7K	0.05%	168
2025 Q3	$501K	Buy	1,185 +73	+7%	+$28K	0.04%	185
2025 Q2	$364K	Hold	1,112	–	–	0.03%	202
2025 Q1	$349K	Hold	1,112	–	–	0.03%	196
2024 Q4	$388K	Hold	1,112	–	–	0.04%	186
2024 Q3	$360K	Hold	1,112	–	–	0.03%	186
2024 Q2	$308K	Hold	1,112	–	–	0.03%	194
2024 Q1	$328K	Hold	1,112	–	–	0.03%	194
2023 Q4	$266K	Hold	1,112	–	–	0.03%	199
2023 Q3	$254K	Hold	1,112	–	–	0.03%	193
2023 Q2	$273K	Hold	1,112	–	–	0.03%	195
2023 Q1	$266K	Hold	1,112	–	–	0.03%	195
2022 Q4	$269K	Hold	1,112	–	–	0.04%	200
2022 Q3	$226K	Sell	1,112 -4	-0.4%	-$851	0.04%	213
2022 Q2	$216K	Hold	1,116	–	–	0.03%	220
2022 Q1	$229K	Buy	1,116 +4	+0.4%	+$865	0.03%	215
2021 Q4	$243K	Buy	+1,112	New	+$253K	0.03%	211

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

Cardiff Park Advisors's CMI Position: Q2 2026 in Review

Cardiff Park Advisors held its Cummins (CMI) position steady in Q2 2026 at 1,085 shares worth $774K. The position accounts for 0.06% of the portfolio, ranked #137.

Cardiff Park Advisors first reported a position in CMI in Q4 2021 and has held it in 19 quarters since. 2,108 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Cardiff Park Advisors held 1,085 shares of Cummins worth $774K as of Q2 2026.
Cardiff Park Advisors left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.06% of Cardiff Park Advisors's portfolio in Q2 2026, its #137 holding.
Cardiff Park Advisors first reported a position in Cummins in Q4 2021 and has held it in 19 quarters since.
2,108 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.