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Concurrent Investment Advisors’s Cummins CMI Stock Holding History

Concurrent Investment 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 		$10M Sell
14,086
-494
-3% -$325K 0.09% 257
2026
Q1 		$7.84M Buy
14,580
+133
+0.9% +$75.3K 0.09% 253
2025
Q4 		$7.37M Buy
14,447
+1,872
+15% +$875K 0.08% 248
2025
Q3 		$5.31M Sell
12,575
-396
-3% -$152K 0.09% 227
2025
Q2 		$4.25M Buy
12,971
+450
+4% +$139K 0.08% 254
2025
Q1 		$3.92M Buy
12,521
+680
+6% +$240K 0.1% 229
2024
Q4 		$4.13M Buy
11,841
+8,851
+296% +$3.11M 0.11% 186
2024
Q3 		$968K Buy
2,990
+12
+0.4% +$3.56K 0.03% 470
2024
Q2 		$825K Sell
2,978
-257
-8% -$73.4K 0.03% 481
2024
Q1 		$953K Buy
3,235
+603
+23% +$155K 0.04% 378
2023
Q4 		$630K Buy
+2,632
New +$598K 0.03% 434

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

Concurrent Investment Advisors's CMI Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Cummins (CMI) stake by 3.4% in Q2 2026, selling an estimated $325K and leaving 14,086 shares worth $10M. The position accounts for 0.09% of the portfolio, ranked #257.

Concurrent Investment Advisors first reported a position in CMI in Q4 2023 and has held it in 11 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Concurrent Investment Advisors held 14,086 shares of Cummins worth $10M as of Q2 2026.
  • Concurrent Investment Advisors sold 494 Cummins shares in Q2 2026, an estimated $325K.
  • Cummins made up 0.09% of Concurrent Investment Advisors's portfolio in Q2 2026, its #257 holding.
  • Concurrent Investment Advisors first reported a position in Cummins in Q4 2023 and has held it in 11 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.