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DDD Partners’s Cummins CMI Stock Holding History

DDD Partners’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 		$27.4M Sell
38,457
-48
-0.1% -$31.6K 1.71% 9
2026
Q1 		$20.7M Sell
38,505
-7,622
-17% -$4.31M 1.43% 14
2025
Q4 		$23.5M Buy
46,127
+240
+0.5% +$112K 1.5% 8
2025
Q3 		$19.4M Sell
45,887
-25,771
-36% -$9.88M 1.23% 20
2025
Q2 		$23.5M Buy
71,658
+12,446
+21% +$3.85M 2.52% 11
2025
Q1 		$18.6M Sell
59,212
-5,648
-9% -$1.99M 2.25% 18
2024
Q4 		$22.6M Sell
64,860
-11,345
-15% -$3.99M 2.78% 9
2024
Q3 		$24.7M Buy
76,205
+263
+0.3% +$77.9K 2.68% 9
2024
Q2 		$21M Buy
75,942
+467
+0.6% +$133K 2.44% 13
2024
Q1 		$22.2M Buy
75,475
+616
+0.8% +$159K 2.72% 9
2023
Q4 		$17.9M Sell
74,859
-388
-0.5% -$88.2K 2.41% 18
2023
Q3 		$17.1M Sell
75,247
-1,322
-2% -$319K 2.47% 17
2023
Q2 		$18.8M Buy
76,569
+714
+0.9% +$162K 2.6% 12
2023
Q1 		$18.1M Buy
75,855
+765
+1% +$187K 2.82% 12
2022
Q4 		$18.2M Buy
75,090
+2,004
+3% +$477K 2.91% 11
2022
Q3 		$14.9M Buy
73,086
+15,353
+27% +$3.27M 2.7% 12
2022
Q2 		$11.2M Buy
+57,733
New +$11.5M 1.94% 22

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

DDD Partners's CMI Position: Q2 2026 in Review

DDD Partners reduced its Cummins (CMI) stake by 0.12% in Q2 2026, selling an estimated $31.6K and leaving 38,457 shares worth $27.4M. The position accounts for 1.71% of the portfolio, ranked #9.

DDD Partners first reported a position in CMI in Q2 2022 and has held it in 17 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • DDD Partners held 38,457 shares of Cummins worth $27.4M as of Q2 2026.
  • DDD Partners sold 48 Cummins shares in Q2 2026, an estimated $31.6K.
  • Cummins made up 1.71% of DDD Partners's portfolio in Q2 2026, its #9 holding.
  • DDD Partners first reported a position in Cummins in Q2 2022 and has held it in 17 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on DDD Partners's 13F filing for Q2 2026, filed 5 Aug 2026.