DMKC Advisory Services’s Cummins CMI Stock Holding History

DMKC Advisory Services’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	$5.52M	Sell	7,746 -2,845	-27%	-$1.87M	1.04%	23
2026 Q1	$5.7M	Sell	10,591 -200	-2%	-$113K	2.37%	12
2025 Q4	$5.51M	Hold	10,791	–	–	2.42%	12
2025 Q3	$4.56M	Sell	10,791 -1,030	-9%	-$395K	2.31%	13
2025 Q2	$4.12M	Buy	11,821 +6,147	+108%	+$1.9M	2.15%	15
2025 Q1	$1.78M	Hold	5,674	–	–	1.6%	34
2024 Q4	$1.98M	Buy	+5,674	New	+$1.99M	1.79%	21

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

DMKC Advisory Services's CMI Position: Q2 2026 in Review

DMKC Advisory Services reduced its Cummins (CMI) stake by 27% in Q2 2026, selling an estimated $1.87M and leaving 7,746 shares worth $5.52M. The position accounts for 1.04% of the portfolio, ranked #23.

DMKC Advisory Services first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.7M in Q1 2026. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

DMKC Advisory Services held 7,746 shares of Cummins worth $5.52M as of Q2 2026.
DMKC Advisory Services sold 2,845 Cummins shares in Q2 2026, an estimated $1.87M.
Cummins made up 1.04% of DMKC Advisory Services's portfolio in Q2 2026, its #23 holding.
DMKC Advisory Services first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
DMKC Advisory Services's Cummins position peaked at $5.7M in Q1 2026.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on DMKC Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.