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Chicago Partners Investment Group’s Cummins CMI Stock Holding History

Chicago Partners Investment Group’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 		$3.39M Buy
5,099
+1,182
+30% +$779K 0.07% 245
2026
Q1 		$2.5M Buy
3,917
+830
+27% +$470K 0.06% 273
2025
Q4 		$1.77M Buy
3,087
+298
+11% +$139K 0.04% 321
2025
Q3 		$1.16M Buy
2,789
+461
+20% +$177K 0.03% 391
2025
Q2 		$843K Buy
2,328
+746
+47% +$231K 0.02% 437
2025
Q1 		$471K Buy
1,582
+427
+37% +$150K 0.02% 538
2024
Q4 		$415K Buy
1,155
+77
+7% +$27.1K 0.01% 557
2024
Q3 		$356K Buy
1,078
+159
+17% +$47.1K 0.01% 575
2024
Q2 		$265K Buy
919
+67
+8% +$19.1K 0.01% 624
2024
Q1 		$249K Buy
+852
New +$220K 0.01% 620
2018
Q4 		– Sell
-723
Closed -$95K – 436
2018
Q3 		$95K Buy
723
+5
+0.7% +$704 0.01% 423
2018
Q2 		$95K Buy
718
+133
+23% +$19.9K 0.01% 394
2018
Q1 		$95K Hold
585
– – 0.02% 358
2017
Q4 		$103K Buy
585
+560
+2,240% +$95.8K 0.02% 351
2017
Q3 		$4K Buy
+25
New +$4.05K ﹤0.01% 885
2016
Q4 		– Sell
-400
Closed -$51K – 540
2016
Q3 		$51K Hold
400
– – 0.02% 295
2016
Q2 		$45K Hold
400
– – 0.02% 259
2016
Q1 		$44K Sell
400
-50
-11% -$4.83K 0.02% 240
2015
Q4 		$40K Buy
450
+50
+13% +$4.99K 0.02% 299
2015
Q3 		$43K Buy
+400
New +$49.4K 0.02% 241

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

Chicago Partners Investment Group's CMI Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Cummins (CMI) stake by 30% in Q2 2026, buying an estimated $779K and bringing the position to 5,099 shares worth $3.39M. The position accounts for 0.07% of the portfolio, ranked #245.

Chicago Partners Investment Group first reported a position in CMI in Q3 2015 and has held it in 20 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Chicago Partners Investment Group held 5,099 shares of Cummins worth $3.39M as of Q2 2026.
  • Chicago Partners Investment Group bought 1,182 Cummins shares in Q2 2026, an estimated $779K.
  • Cummins made up 0.07% of Chicago Partners Investment Group's portfolio in Q2 2026, its #245 holding.
  • Chicago Partners Investment Group first reported a position in Cummins in Q3 2015 and has held it in 20 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.