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Equitable Trust’s Cummins CMI Stock Holding History

Equitable Trust’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 		$4.5M Buy
6,311
+5,218
+477% +$3.44M 0.19% 103
2026
Q1 		$588K Buy
1,093
+61
+6% +$34.5K 0.03% 291
2025
Q4 		$527K Buy
1,032
+119
+13% +$55.6K 0.02% 310
2025
Q3 		$386K Buy
913
+110
+14% +$42.2K 0.02% 363
2025
Q2 		$263K Buy
803
+8
+1% +$2.48K 0.01% 399
2025
Q1 		$249K Sell
795
-130
-14% -$45.8K 0.01% 432
2024
Q4 		$322K Buy
925
+5
+0.5% +$1.76K 0.02% 403
2024
Q3 		$298K Buy
920
+32
+4% +$9.48K 0.02% 391
2024
Q2 		$246K Hold
888
– – 0.02% 408
2024
Q1 		$262K Buy
+888
New +$229K 0.02% 388

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

Equitable Trust's CMI Position: Q2 2026 in Review

Equitable Trust increased its Cummins (CMI) stake by 477% in Q2 2026, buying an estimated $3.44M and bringing the position to 6,311 shares worth $4.5M. The position accounts for 0.19% of the portfolio, ranked #103.

Equitable Trust first reported a position in CMI in Q1 2024 and has held it in 10 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Equitable Trust held 6,311 shares of Cummins worth $4.5M as of Q2 2026.
  • Equitable Trust bought 5,218 Cummins shares in Q2 2026, an estimated $3.44M.
  • Cummins made up 0.19% of Equitable Trust's portfolio in Q2 2026, its #103 holding.
  • Equitable Trust first reported a position in Cummins in Q1 2024 and has held it in 10 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.