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Epoch Investment Partners’s Cummins CMI Stock Holding History

Epoch Investment Partners’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 		$27.4M Sell
38,414
-6,002
-14% -$3.95M 0.16% 170
2026
Q1 		$23.9M Sell
44,416
-112,630
-72% -$63.7M 0.14% 170
2025
Q4 		$80.2M Sell
157,046
-72,633
-32% -$33.9M 0.46% 86
2025
Q3 		$97M Sell
229,679
-79,057
-26% -$30.3M 0.53% 67
2025
Q2 		$101M Sell
308,736
-13,907
-4% -$4.31M 0.52% 71
2025
Q1 		$101M Sell
322,643
-21,960
-6% -$7.74M 0.52% 71
2024
Q4 		$120M Sell
344,603
-8,221
-2% -$2.89M 0.58% 61
2024
Q3 		$114M Sell
352,824
-9,177
-3% -$2.72M 0.51% 66
2024
Q2 		$100M Sell
362,001
-18,672
-5% -$5.34M 0.46% 75
2024
Q1 		$112M Sell
380,673
-57,386
-13% -$14.8M 0.5% 66
2023
Q4 		$105M Sell
438,059
-31,635
-7% -$7.19M 0.48% 63
2023
Q3 		$107M Sell
469,694
-2,265
-0.5% -$547K 0.68% 34
2023
Q2 		$116M Buy
471,959
+15,077
+3% +$3.41M 0.67% 37
2023
Q1 		$109M Sell
456,882
-104,612
-19% -$25.5M 0.65% 40
2022
Q4 		$136M Sell
561,494
-10,401
-2% -$2.47M 0.81% 32
2022
Q3 		$116M Buy
571,895
+2,288
+0.4% +$487K 0.76% 31
2022
Q2 		$110M Buy
569,607
+172,043
+43% +$34.4M 0.65% 42
2022
Q1 		$81.5M Buy
397,564
+3,897
+1% +$843K 0.4% 88
2021
Q4 		$85.9M Buy
393,667
+5,666
+1% +$1.29M 0.44% 79
2021
Q3 		$87.1M Buy
+388,001
New +$90.9M 0.48% 69
2016
Q1 		– Sell
-13,130
Closed -$1.16M – 286
2015
Q4 		$1.16M Buy
+13,130
New +$1.31M ﹤0.01% 246

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

Epoch Investment Partners's CMI Position: Q2 2026 in Review

Epoch Investment Partners reduced its Cummins (CMI) stake by 14% in Q2 2026, selling an estimated $3.95M and leaving 38,414 shares worth $27.4M. The position accounts for 0.16% of the portfolio, ranked #170.

Epoch Investment Partners first reported a position in CMI in Q4 2015 and has held it in 21 quarters since. The position peaked at $136M in Q4 2022. 2,104 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Epoch Investment Partners held 38,414 shares of Cummins worth $27.4M as of Q2 2026.
  • Epoch Investment Partners sold 6,002 Cummins shares in Q2 2026, an estimated $3.95M.
  • Cummins made up 0.16% of Epoch Investment Partners's portfolio in Q2 2026, its #170 holding.
  • Epoch Investment Partners first reported a position in Cummins in Q4 2015 and has held it in 21 quarters since.
  • Epoch Investment Partners's Cummins position peaked at $136M in Q4 2022.
  • 2,104 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.