GLOBALT Investments’s Cummins CMI Stock Holding History

GLOBALT Investments’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	$4.01M	Sell	5,629 -16	-0.3%	-$10.5K	0.14%	82
2026 Q1	$3.04M	Sell	5,645 -56	-1%	-$31.7K	0.11%	96
2025 Q4	$2.91M	Buy	+5,701	New	+$2.66M	0.11%	98

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

GLOBALT Investments's CMI Position: Q2 2026 in Review

GLOBALT Investments reduced its Cummins (CMI) stake by 0.28% in Q2 2026, selling an estimated $10.5K and leaving 5,629 shares worth $4.01M. The position accounts for 0.14% of the portfolio, ranked #82.

GLOBALT Investments first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

GLOBALT Investments held 5,629 shares of Cummins worth $4.01M as of Q2 2026.
GLOBALT Investments sold 16 Cummins shares in Q2 2026, an estimated $10.5K.
Cummins made up 0.14% of GLOBALT Investments's portfolio in Q2 2026, its #82 holding.
GLOBALT Investments first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.