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Douglas Lane & Associates’s Cummins CMI Stock Holding History

Douglas Lane & 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 		$469K Buy
657
+82
+14% +$54K 0.01% 198
2026
Q1 		$309K Hold
575
– – ﹤0.01% 209
2025
Q4 		$294K Sell
575
-10
-2% -$4.67K ﹤0.01% 210
2025
Q3 		$247K Buy
+585
New +$224K ﹤0.01% 220
2025
Q1 		– Sell
-630
Closed -$220K – 234
2024
Q4 		$220K Buy
630
+10
+2% +$3.51K ﹤0.01% 222
2024
Q3 		$201K Buy
+620
New +$184K ﹤0.01% 231
2018
Q2 		– Sell
-1,776
Closed -$288K – 197
2018
Q1 		$288K Hold
1,776
– – 0.01% 180
2017
Q4 		$314K Sell
1,776
-25
-1% -$4.28K 0.01% 177
2017
Q3 		$303K Buy
1,801
+400
+29% +$64.7K 0.01% 185
2017
Q2 		$227K Buy
+1,401
New +$217K 0.01% 193

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

Douglas Lane & Associates's CMI Position: Q2 2026 in Review

Douglas Lane & Associates increased its Cummins (CMI) stake by 14% in Q2 2026, buying an estimated $54K and bringing the position to 657 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #198.

Douglas Lane & Associates first reported a position in CMI in Q2 2017 and has held it in 10 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Douglas Lane & Associates held 657 shares of Cummins worth $469K as of Q2 2026.
  • Douglas Lane & Associates bought 82 Cummins shares in Q2 2026, an estimated $54K.
  • Cummins made up 0.01% of Douglas Lane & Associates's portfolio in Q2 2026, its #198 holding.
  • Douglas Lane & Associates first reported a position in Cummins in Q2 2017 and has held it in 10 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.