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Eley Financial Management’s Cummins CMI Stock Holding History

Eley Financial Management’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 		$8.25M Sell
11,564
-3,036
-21% -$2M 2.67% 9
2026
Q1 		$7.85M Sell
14,600
-297
-2% -$168K 2.83% 8
2025
Q4 		$7.6M Sell
14,897
-415
-3% -$194K 2.73% 10
2025
Q3 		$6.47M Sell
15,312
-171
-1% -$65.6K 2.33% 11
2025
Q2 		$5.07M Buy
15,483
+50
+0.3% +$15.5K 1.95% 15
2025
Q1 		$4.87M Sell
15,433
-30
-0.2% -$10.6K 1.95% 14
2024
Q4 		$5.39M Sell
15,463
-94
-0.6% -$33K 2.1% 13
2024
Q3 		$5.04M Sell
15,557
-262
-2% -$77.6K 2.03% 14
2024
Q2 		$4.38M Buy
15,819
+5
+0% +$1.43K 1.86% 19
2024
Q1 		$4.66M Buy
15,814
+167
+1% +$43K 2.01% 15
2023
Q4 		$3.75M Buy
15,647
+92
+0.6% +$20.9K 1.76% 18
2023
Q3 		$3.6M Sell
15,555
-62
-0.4% -$15K 1.83% 17
2023
Q2 		$3.83M Buy
15,617
+56
+0.4% +$12.7K 1.86% 16
2023
Q1 		$3.72M Sell
15,561
-234
-1% -$57.1K 1.92% 17
2022
Q4 		$3.83M Buy
+15,795
New +$3.76M 2.06% 15

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

Eley Financial Management's CMI Position: Q2 2026 in Review

Eley Financial Management reduced its Cummins (CMI) stake by 21% in Q2 2026, selling an estimated $2M and leaving 11,564 shares worth $8.25M. The position accounts for 2.67% of the portfolio, ranked #9.

Eley Financial Management first reported a position in CMI in Q4 2022 and has held it in 15 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Eley Financial Management held 11,564 shares of Cummins worth $8.25M as of Q2 2026.
  • Eley Financial Management sold 3,036 Cummins shares in Q2 2026, an estimated $2M.
  • Cummins made up 2.67% of Eley Financial Management's portfolio in Q2 2026, its #9 holding.
  • Eley Financial Management first reported a position in Cummins in Q4 2022 and has held it in 15 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.