FORA Capital’s Cummins CMI Stock Holding History

FORA Capital’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	$462K	Sell	648 -29,915	-98%	-$19.7M	0.03%	280
2026 Q1	$16.4M	Buy	30,563 +28,160	+1,172%	+$15.9M	1.2%	15
2025 Q4	$1.23M	Buy	+2,403	New	+$1.12M	0.15%	177
2025 Q3	–	Sell	-1,277	Closed	-$418K	–	517
2025 Q2	$418K	Sell	1,277 -7,796	-86%	-$2.41M	0.05%	353
2025 Q1	$2.84M	Buy	+9,073	New	+$3.2M	0.29%	115
2024 Q3	–	Sell	-11,973	Closed	-$3.32M	–	459
2024 Q2	$3.32M	Buy	+11,973	New	+$3.42M	0.4%	80
2024 Q1	–	Sell	-18,016	Closed	-$4.32M	–	433
2023 Q4	$4.32M	Buy	+18,016	New	+$4.1M	0.37%	87
2022 Q4	–	Sell	-6,483	Closed	-$1.32M	–	495
2022 Q3	$1.32M	Buy	+6,483	New	+$1.38M	0.25%	119
2021 Q1	–	Sell	-3,894	Closed	-$884K	–	818
2020 Q4	$884K	Buy	3,894 +2,478	+175%	+$556K	0.13%	175
2020 Q3	$299K	Sell	1,416 -2,679	-65%	-$534K	0.2%	117
2020 Q2	$709K	Buy	+4,095	New	+$654K	0.24%	107
2020 Q1	–	Sell	-526	Closed	-$94K	–	1077
2019 Q4	$94K	Buy	+526	New	+$92.6K	0.01%	759

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 $3.38T AUM 44.17% 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

FORA Capital's CMI Position: Q2 2026 in Review

FORA Capital reduced its Cummins (CMI) stake by 98% in Q2 2026, selling an estimated $19.7M and leaving 648 shares worth $462K. The position accounts for 0.03% of the portfolio, ranked #280.

FORA Capital first reported a position in CMI in Q4 2019 and has held it in 12 quarters since. The position peaked at $16.4M in Q1 2026. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

FORA Capital held 648 shares of Cummins worth $462K as of Q2 2026.
FORA Capital sold 29,915 Cummins shares in Q2 2026, an estimated $19.7M.
Cummins made up 0.03% of FORA Capital's portfolio in Q2 2026, its #280 holding.
FORA Capital first reported a position in Cummins in Q4 2019 and has held it in 12 quarters since.
FORA Capital's Cummins position peaked at $16.4M in Q1 2026.
2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.