Clear Trail Advisors’s Cummins CMI Stock Holding History

Clear Trail 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	$1.91M	Buy	2,681 +665	+33%	+$438K	0.29%	73
2026 Q1	$1.08M	Buy	2,016 +1,144	+131%	+$647K	0.18%	83
2025 Q4	$445K	Buy	+872	New	+$408K	0.1%	94

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

Clear Trail Advisors's CMI Position: Q2 2026 in Review

Clear Trail Advisors increased its Cummins (CMI) stake by 33% in Q2 2026, buying an estimated $438K and bringing the position to 2,681 shares worth $1.91M. The position accounts for 0.29% of the portfolio, ranked #73.

Clear Trail Advisors first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,091 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Clear Trail Advisors held 2,681 shares of Cummins worth $1.91M as of Q2 2026.
Clear Trail Advisors bought 665 Cummins shares in Q2 2026, an estimated $438K.
Cummins made up 0.29% of Clear Trail Advisors's portfolio in Q2 2026, its #73 holding.
Clear Trail Advisors first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
2,091 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.