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Golden State Equity Partners’s Cummins CMI Stock Holding History

Golden State Equity 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 		$59.2K Sell
83
-2,243
-96% -$1.48M 0.16% 81
2026
Q1 		$1.25M Sell
2,326
-34
-1% -$19.2K 0.09% 244
2025
Q4 		$1.2M Buy
2,360
+209
+10% +$97.7K 0.19% 115
2025
Q3 		$909K Buy
2,151
+55
+3% +$21.1K 0.15% 158
2025
Q2 		$686K Buy
2,096
+120
+6% +$37.1K 0.13% 196
2025
Q1 		$619K Buy
1,976
+138
+8% +$48.6K 0.12% 203
2024
Q4 		$641K Buy
1,838
+254
+16% +$89.2K 0.12% 193
2024
Q3 		$513K Buy
1,584
+780
+97% +$231K 0.08% 250
2024
Q2 		$223K Buy
+804
New +$230K 0.05% 371

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Golden State Equity Partners's CMI Position: Q2 2026 in Review

Golden State Equity Partners reduced its Cummins (CMI) stake by 96% in Q2 2026, selling an estimated $1.48M and leaving 83 shares worth $59.2K. The position accounts for 0.16% of the portfolio, ranked #81.

Golden State Equity Partners first reported a position in CMI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.25M in Q1 2026. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Golden State Equity Partners held 83 shares of Cummins worth $59.2K as of Q2 2026.
  • Golden State Equity Partners sold 2,243 Cummins shares in Q2 2026, an estimated $1.48M.
  • Cummins made up 0.16% of Golden State Equity Partners's portfolio in Q2 2026, its #81 holding.
  • Golden State Equity Partners first reported a position in Cummins in Q2 2024 and has held it in 9 quarters since.
  • Golden State Equity Partners's Cummins position peaked at $1.25M in Q1 2026.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.