CI
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Cherokee Insurance’s Cummins CMI Stock Holding History

Cherokee Insurance’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 		$571K Hold
800
– – 0.22% 80
2026
Q1 		$430K Hold
800
– – 0.16% 90
2025
Q4 		$408K Hold
800
– – 0.17% 87
2025
Q3 		$338K Hold
800
– – 0.14% 93
2025
Q2 		$262K Hold
800
– – 0.11% 111
2025
Q1 		$251K Hold
800
– – 0.11% 110
2024
Q4 		$279K Buy
+800
New +$281K 0.13% 99

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 $3.37T AUM 44.26% 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

Cherokee Insurance's CMI Position: Q2 2026 in Review

Cherokee Insurance held its Cummins (CMI) position steady in Q2 2026 at 800 shares worth $571K. The position accounts for 0.22% of the portfolio, ranked #80.

Cherokee Insurance first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Cherokee Insurance held 800 shares of Cummins worth $571K as of Q2 2026.
  • Cherokee Insurance left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.22% of Cherokee Insurance's portfolio in Q2 2026, its #80 holding.
  • Cherokee Insurance first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Cherokee Insurance's 13F filing for Q2 2026, filed 3 Aug 2026.