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Dumont & Blake Investment Advisors’s Cummins CMI Stock Holding History

Dumont & Blake Investment 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 		$849K Sell
1,190
-85
-7% -$56K 0.19% 115
2026
Q1 		$686K Sell
1,275
-19
-1% -$10.8K 0.17% 126
2025
Q4 		$661K Sell
1,294
-96
-7% -$44.9K 0.16% 129
2025
Q3 		$587K Sell
1,390
-4
-0.3% -$1.53K 0.14% 135
2025
Q2 		$457K Buy
1,394
+10
+0.7% +$3.1K 0.12% 141
2025
Q1 		$434K Sell
1,384
-14
-1% -$4.93K 0.12% 144
2024
Q4 		$487K Buy
1,398
+4
+0.3% +$1.41K 0.13% 136
2024
Q3 		$451K Sell
1,394
-1,394
-50% -$413K 0.12% 144
2024
Q2 		$772K Buy
2,788
+1,404
+101% +$401K 0.11% 151
2024
Q1 		$408K Buy
1,384
+5
+0.4% +$1.29K 0.12% 149
2023
Q4 		$330K Hold
1,379
– – 0.1% 150
2023
Q3 		$315K Buy
1,379
+5
+0.4% +$1.21K 0.11% 148
2023
Q2 		$337K Buy
1,374
+21
+2% +$4.75K 0.11% 147
2023
Q1 		$323K Hold
1,353
– – 0.11% 148
2022
Q4 		$328K Sell
1,353
-32
-2% -$7.61K 0.12% 149
2022
Q3 		$282K Sell
1,385
-12
-0.9% -$2.55K 0.11% 154
2022
Q2 		$270K Buy
1,397
+39
+3% +$7.8K 0.09% 168
2022
Q1 		$279K Sell
1,358
-29
-2% -$6.27K 0.08% 188
2021
Q4 		$303K Buy
1,387
+21
+2% +$4.79K 0.08% 165
2021
Q3 		$307K Buy
1,366
+60
+5% +$14.1K 0.09% 164
2021
Q2 		$318K Buy
1,306
+50
+4% +$12.8K 0.09% 161
2021
Q1 		$325K Sell
1,256
-20
-2% -$5K 0.1% 154
2020
Q4 		$290K Buy
1,276
+15
+1% +$3.37K 0.1% 156
2020
Q3 		$266K Buy
1,261
+46
+4% +$9.16K 0.1% 153
2020
Q2 		$211K Buy
+1,215
New +$194K 0.09% 157

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

Dumont & Blake Investment Advisors's CMI Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its Cummins (CMI) stake by 6.7% in Q2 2026, selling an estimated $56K and leaving 1,190 shares worth $849K. The position accounts for 0.19% of the portfolio, ranked #115.

Dumont & Blake Investment Advisors first reported a position in CMI in Q2 2020 and has held it in 25 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Dumont & Blake Investment Advisors held 1,190 shares of Cummins worth $849K as of Q2 2026.
  • Dumont & Blake Investment Advisors sold 85 Cummins shares in Q2 2026, an estimated $56K.
  • Cummins made up 0.19% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #115 holding.
  • Dumont & Blake Investment Advisors first reported a position in Cummins in Q2 2020 and has held it in 25 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.