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D'Orazio & Associates’s Cummins CMI Stock Holding History

D'Orazio & Associates’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 		$280K Buy
392
+7
+2% +$4.61K 0.03% 244
2026
Q1 		$207K Buy
+385
New +$218K 0.03% 275
2021
Q4 		– Sell
-187
Closed -$42K – 218
2021
Q3 		$42K Buy
+187
New +$43.8K 0.01% 230
2015
Q4 		– Sell
-47
Closed -$5K – 270
2015
Q3 		$5K Buy
+47
New +$5.8K ﹤0.01% 235

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

D'Orazio & Associates's CMI Position: Q2 2026 in Review

D'Orazio & Associates increased its Cummins (CMI) stake by 1.8% in Q2 2026, buying an estimated $4.61K and bringing the position to 392 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #244.

D'Orazio & Associates first reported a position in CMI in Q3 2015 and has held it in 4 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • D'Orazio & Associates held 392 shares of Cummins worth $280K as of Q2 2026.
  • D'Orazio & Associates bought 7 Cummins shares in Q2 2026, an estimated $4.61K.
  • Cummins made up 0.03% of D'Orazio & Associates's portfolio in Q2 2026, its #244 holding.
  • D'Orazio & Associates first reported a position in Cummins in Q3 2015 and has held it in 4 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.