Grimes & Company’s Cummins CMI Stock Holding History

Grimes & Company’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	$292K	Buy	410 +10	+3%	+$6.59K	0.01%	385
2026 Q1	$215K	Buy	+400	New	+$226K	0.01%	404

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

Grimes & Company's CMI Position: Q2 2026 in Review

Grimes & Company increased its Cummins (CMI) stake by 2.5% in Q2 2026, buying an estimated $6.59K and bringing the position to 410 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #385.

Grimes & Company first reported a position in CMI in Q1 2026 and has held it in 2 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Grimes & Company held 410 shares of Cummins worth $292K as of Q2 2026.
Grimes & Company bought 10 Cummins shares in Q2 2026, an estimated $6.59K.
Cummins made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #385 holding.
Grimes & Company first reported a position in Cummins in Q1 2026 and has held it in 2 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.