Family Management’s Cummins CMI Stock Holding History

Family 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	$300K	Buy	420 +6	+1%	+$3.95K	0.03%	224
2026 Q1	$223K	Buy	+414	New	+$234K	0.03%	244
2022 Q3	–	Sell	-13,478	Closed	-$2.61M	–	161
2022 Q2	$2.61M	Buy	+13,478	New	+$2.69M	0.7%	46

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Family Management's CMI Position: Q2 2026 in Review

Family Management increased its Cummins (CMI) stake by 1.4% in Q2 2026, buying an estimated $3.95K and bringing the position to 420 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #224.

Family Management first reported a position in CMI in Q2 2022 and has held it in 3 quarters since. The position peaked at $2.61M in Q2 2022. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Family Management held 420 shares of Cummins worth $300K as of Q2 2026.
Family Management bought 6 Cummins shares in Q2 2026, an estimated $3.95K.
Cummins made up 0.03% of Family Management's portfolio in Q2 2026, its #224 holding.
Family Management first reported a position in Cummins in Q2 2022 and has held it in 3 quarters since.
Family Management's Cummins position peaked at $2.61M in Q2 2022.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.