GLR Partners’s Cummins CMI Stock Holding History

GLR Partners’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	$2.86M	Sell	4,010 -144	-3%	-$94.9K	1.33%	25
2026 Q1	$2.23M	Buy	+4,154	New	+$2.35M	1.22%	28

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

GLR Partners's CMI Position: Q2 2026 in Review

GLR Partners reduced its Cummins (CMI) stake by 3.5% in Q2 2026, selling an estimated $94.9K and leaving 4,010 shares worth $2.86M. The position accounts for 1.33% of the portfolio, ranked #25.

GLR Partners first reported a position in CMI in Q1 2026 and has held it in 2 quarters since. 2,090 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

GLR Partners held 4,010 shares of Cummins worth $2.86M as of Q2 2026.
GLR Partners sold 144 Cummins shares in Q2 2026, an estimated $94.9K.
Cummins made up 1.33% of GLR Partners's portfolio in Q2 2026, its #25 holding.
GLR Partners first reported a position in Cummins in Q1 2026 and has held it in 2 quarters since.
2,090 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on GLR Partners's 13F filing for Q2 2026, filed 27 Jul 2026.