Fulcrum Capital’s Cummins CMI Stock Holding History

Fulcrum 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	$486K	Sell	681 -236	-26%	-$155K	0.1%	65
2026 Q1	$493K	Sell	917 -117	-11%	-$66.2K	0.11%	63
2025 Q4	$528K	Hold	1,034	–	–	0.11%	63
2025 Q3	$437K	Hold	1,034	–	–	0.09%	66
2025 Q2	$339K	Hold	1,034	–	–	0.07%	81
2025 Q1	$324K	Buy	1,034 +32	+3%	+$11.3K	0.07%	86
2024 Q4	$349K	Hold	1,002	–	–	0.07%	88
2024 Q3	$324K	Hold	1,002	–	–	0.07%	88
2024 Q2	$277K	Hold	1,002	–	–	0.06%	94
2024 Q1	$295K	Hold	1,002	–	–	0.07%	90
2023 Q4	$240K	Hold	1,002	–	–	0.06%	104
2023 Q3	$229K	Hold	1,002	–	–	0.07%	97
2023 Q2	$246K	Buy	1,002 +30	+3%	+$6.79K	0.06%	104
2023 Q1	$232K	Buy	+972	New	+$237K	0.06%	107

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

Fulcrum Capital's CMI Position: Q2 2026 in Review

Fulcrum Capital reduced its Cummins (CMI) stake by 26% in Q2 2026, selling an estimated $155K and leaving 681 shares worth $486K. The position accounts for 0.1% of the portfolio, ranked #65.

Fulcrum Capital first reported a position in CMI in Q1 2023 and has held it in 14 quarters since. The position peaked at $528K in Q4 2025. 2,100 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Fulcrum Capital held 681 shares of Cummins worth $486K as of Q2 2026.
Fulcrum Capital sold 236 Cummins shares in Q2 2026, an estimated $155K.
Cummins made up 0.1% of Fulcrum Capital's portfolio in Q2 2026, its #65 holding.
Fulcrum Capital first reported a position in Cummins in Q1 2023 and has held it in 14 quarters since.
Fulcrum Capital's Cummins position peaked at $528K in Q4 2025.
2,100 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.