Deseret Mutual Benefit Administrators’s Cummins CMI Stock Holding History

Deseret Mutual Benefit Administrators’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	$435K	Sell	610 -128	-17%	-$84.3K	0.14%	114
2026 Q1	$397K	Buy	738 +348	+89%	+$197K	0.14%	128
2025 Q4	$199K	Sell	390 -280	-42%	-$131K	0.08%	147
2025 Q3	$283K	Sell	670 -25	-4%	-$9.59K	0.12%	109
2025 Q2	$228K	Hold	695	–	–	0.11%	123
2025 Q1	$218K	Sell	695 -21	-3%	-$7.4K	0.11%	122
2024 Q4	$250K	Buy	716 +174	+32%	+$61.1K	0.12%	103
2024 Q3	$175K	Sell	542 -327	-38%	-$96.9K	0.09%	150
2024 Q2	$241K	Sell	869 -296	-25%	-$84.6K	0.11%	106
2024 Q1	$343K	Sell	1,165 -38	-3%	-$9.79K	0.17%	80
2023 Q4	$288K	Sell	1,203 -493	-29%	-$112K	0.17%	79
2023 Q3	$387K	Sell	1,696 -314	-16%	-$75.8K	0.19%	76
2023 Q2	$493K	Sell	2,010 -136	-6%	-$30.8K	0.19%	70
2023 Q1	$513K	Sell	2,146 -5	-0.2%	-$1.22K	0.2%	68
2022 Q4	$521K	Sell	2,151 -1,440	-40%	-$343K	0.21%	64
2022 Q3	$731K	Sell	3,591 -757	-17%	-$161K	0.21%	70
2022 Q2	$841K	Buy	4,348 +283	+7%	+$56.6K	0.19%	80
2022 Q1	$834K	Sell	4,065 -572	-12%	-$124K	0.17%	87
2021 Q4	$1.01M	Buy	4,637 +207	+5%	+$47.2K	0.17%	88
2021 Q3	$995K	Buy	4,430 +3,257	+278%	+$763K	0.18%	85
2021 Q2	$286K	Buy	+1,173	New	+$300K	0.07%	145

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

Deseret Mutual Benefit Administrators's CMI Position: Q2 2026 in Review

Deseret Mutual Benefit Administrators reduced its Cummins (CMI) stake by 17% in Q2 2026, selling an estimated $84.3K and leaving 610 shares worth $435K. The position accounts for 0.14% of the portfolio, ranked #114.

Deseret Mutual Benefit Administrators first reported a position in CMI in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.01M in Q4 2021. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Deseret Mutual Benefit Administrators held 610 shares of Cummins worth $435K as of Q2 2026.
Deseret Mutual Benefit Administrators sold 128 Cummins shares in Q2 2026, an estimated $84.3K.
Cummins made up 0.14% of Deseret Mutual Benefit Administrators's portfolio in Q2 2026, its #114 holding.
Deseret Mutual Benefit Administrators first reported a position in Cummins in Q2 2021 and has held it in 21 quarters since.
Deseret Mutual Benefit Administrators's Cummins position peaked at $1.01M in Q4 2021.
2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2026, filed 14 Aug 2026.