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Cromwell Holdings’s Cummins CMI Stock Holding History

Cromwell Holdings’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 		$332K Hold
465
– – 0.15% 113
2026
Q1 		$250K Hold
465
– – 0.14% 144
2025
Q4 		$237K Hold
465
– – 0.13% 153
2025
Q3 		$196K Hold
465
– – 0.11% 188
2025
Q2 		$152K Buy
465
+16
+4% +$4.95K 0.09% 221
2025
Q1 		$141K Buy
449
+8
+2% +$2.82K 0.09% 228
2024
Q4 		$154K Hold
441
– – 0.09% 206
2024
Q3 		$143K Hold
441
– – 0.09% 224
2024
Q2 		$122K Buy
+441
New +$126K 0.07% 236

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

Cromwell Holdings's CMI Position: Q2 2026 in Review

Cromwell Holdings held its Cummins (CMI) position steady in Q2 2026 at 465 shares worth $332K. The position accounts for 0.15% of the portfolio, ranked #113.

Cromwell Holdings first reported a position in CMI in Q2 2024 and has held it in 9 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Cromwell Holdings held 465 shares of Cummins worth $332K as of Q2 2026.
  • Cromwell Holdings left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.15% of Cromwell Holdings's portfolio in Q2 2026, its #113 holding.
  • Cromwell Holdings first reported a position in Cummins in Q2 2024 and has held it in 9 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.