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Empowered Funds’s Cummins CMI Stock Holding History

Empowered Funds’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 		$18M Sell
25,243
-11,084
-31% -$7.3M 0.09% 221
2026
Q1 		$19.5M Buy
+36,327
New +$20.6M 0.12% 164
2025
Q4 		– Sell
-19,159
Closed -$8.09M – 1183
2025
Q3 		$8.09M Sell
19,159
-29,063
-60% -$11.1M 0.08% 310
2025
Q2 		$15.8M Buy
48,222
+27,099
+128% +$8.39M 0.18% 114
2025
Q1 		$6.62M Sell
21,123
-4,213
-17% -$1.48M 0.09% 299
2024
Q4 		$8.83M Buy
25,336
+719
+3% +$253K 0.13% 187
2024
Q3 		$7.97M Buy
24,617
+3,265
+15% +$967K 0.13% 206
2024
Q2 		$5.91M Buy
21,352
+4,483
+27% +$1.28M 0.1% 255
2024
Q1 		$4.97M Buy
16,869
+4,454
+36% +$1.15M 0.09% 312
2023
Q4 		$2.97M Buy
12,415
+10,014
+417% +$2.28M 0.07% 388
2023
Q3 		$549K Buy
2,401
+578
+32% +$140K 0.02% 890
2023
Q2 		$447K Buy
1,823
+741
+68% +$168K 0.02% 851
2023
Q1 		$258K Buy
+1,082
New +$264K 0.02% 470
2020
Q2 		– Sell
-14,047
Closed -$2.51M – 115
2020
Q1 		$2.51M Hold
14,047
– – 0.91% 41
2019
Q4 		$2.51M Sell
14,047
-569
-4% -$100K 0.91% 41
2019
Q3 		$2.38M Buy
14,616
+722
+5% +$116K 1.04% 14
2019
Q2 		$2.38M Sell
13,894
-2,462
-15% -$403K 1% 12
2019
Q1 		$2.58M Buy
16,356
+205
+1% +$30.8K 0.92% 16
2018
Q4 		$2.16M Sell
16,151
-6,748
-29% -$953K 0.91% 23
2018
Q3 		$3.37M Buy
22,899
+1,329
+6% +$187K 1% 12
2018
Q2 		$2.87M Buy
+21,570
New +$3.23M 0.91% 36

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

Empowered Funds's CMI Position: Q2 2026 in Review

Empowered Funds reduced its Cummins (CMI) stake by 31% in Q2 2026, selling an estimated $7.3M and leaving 25,243 shares worth $18M. The position accounts for 0.09% of the portfolio, ranked #221.

Empowered Funds first reported a position in CMI in Q2 2018 and has held it in 21 quarters since. The position peaked at $19.5M in Q1 2026. 2,092 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Empowered Funds held 25,243 shares of Cummins worth $18M as of Q2 2026.
  • Empowered Funds sold 11,084 Cummins shares in Q2 2026, an estimated $7.3M.
  • Cummins made up 0.09% of Empowered Funds's portfolio in Q2 2026, its #221 holding.
  • Empowered Funds first reported a position in Cummins in Q2 2018 and has held it in 21 quarters since.
  • Empowered Funds's Cummins position peaked at $19.5M in Q1 2026.
  • 2,092 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.