Cascades Capital Asset Management’s Cummins CMI Stock Holding History

Cascades Capital 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
2026 Q2	$334K	Buy	468 +6	+1%	+$3.95K	0.12%	98
2026 Q1	$249K	Hold	462	–	–	0.1%	118
2025 Q4	$236K	Hold	462	–	–	0.1%	118
2025 Q3	$195K	Hold	462	–	–	0.09%	127
2025 Q2	$151K	Hold	462	–	–	0.08%	125
2025 Q1	$145K	Buy	+462	New	+$163K	0.08%	126

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

Cascades Capital Asset Management's CMI Position: Q2 2026 in Review

Cascades Capital Asset Management increased its Cummins (CMI) stake by 1.3% in Q2 2026, buying an estimated $3.95K and bringing the position to 468 shares worth $334K. The position accounts for 0.12% of the portfolio, ranked #98.

Cascades Capital Asset Management first reported a position in CMI in Q1 2025 and has held it in 6 quarters since. 2,105 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Cascades Capital Asset Management held 468 shares of Cummins worth $334K as of Q2 2026.
Cascades Capital Asset Management bought 6 Cummins shares in Q2 2026, an estimated $3.95K.
Cummins made up 0.12% of Cascades Capital Asset Management's portfolio in Q2 2026, its #98 holding.
Cascades Capital Asset Management first reported a position in Cummins in Q1 2025 and has held it in 6 quarters since.
2,105 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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