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Dover Advisors’s Cummins CMI Stock Holding History

Dover Advisors’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 		$396K Buy
775
+80
+12% +$52.7K 0.16% 113
2026
Q1 		$374K Sell
695
-80
-10% -$45.3K 0.15% 119
2025
Q4 		$396K Hold
775
– – 0.15% 120
2025
Q3 		$327K Hold
775
– – 0.13% 127
2025
Q2 		$254K Sell
775
-275
-26% -$85.1K 0.11% 147
2025
Q1 		$329K Hold
1,050
– – 0.14% 124
2024
Q4 		$366K Sell
1,050
-35
-3% -$12.3K 0.21% 97
2024
Q3 		$351K Hold
1,085
– – 0.2% 104
2024
Q2 		$300K Hold
1,085
– – 0.19% 108
2024
Q1 		$320K Buy
1,085
+35
+3% +$9.02K 0.22% 94
2023
Q4 		$252K Hold
1,050
– – 0.33% 74
2023
Q3 		$240K Hold
1,050
– – 0.24% 92
2023
Q2 		$257K Buy
1,050
+50
+5% +$11.3K 0.23% 89
2023
Q1 		$239K Hold
1,000
– – 0.23% 86
2022
Q4 		$242K Buy
+1,000
New +$238K 0.26% 87

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

Dover Advisors's CMI Position: Q2 2026 in Review

Dover Advisors increased its Cummins (CMI) stake by 12% in Q2 2026, buying an estimated $52.7K and bringing the position to 775 shares worth $396K. The position accounts for 0.16% of the portfolio, ranked #113.

Dover Advisors first reported a position in CMI in Q4 2022 and has held it in 15 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Dover Advisors held 775 shares of Cummins worth $396K as of Q2 2026.
  • Dover Advisors bought 80 Cummins shares in Q2 2026, an estimated $52.7K.
  • Cummins made up 0.16% of Dover Advisors's portfolio in Q2 2026, its #113 holding.
  • Dover Advisors first reported a position in Cummins in Q4 2022 and has held it in 15 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Dover Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.