HighTower Advisors’s Cummins CMI Stock Holding History

HighTower Advisors’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
2023 Q1	–	Sell	-5	Closed	-$2.55K	–	3456
2022 Q4	$2.55K	Buy	5 +2	+67%	+$476	﹤0.01%	3251
2022 Q3	$2K	Sell	3 -297	-99%	-$63.2K	﹤0.01%	3094
2022 Q2	$3K	Buy	+300	New	+$60K	﹤0.01%	3146
2019 Q4	–	Sell	-5,000	Closed	-$3K	–	2408
2019 Q3	$3K	Buy	+5,000	New	+$800K	﹤0.01%	2349

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

HighTower Advisors's CMI Position: Q2 2026 in Review

HighTower Advisors reduced its Cummins (CMI) stake by 45% in Q2 2026, selling an estimated $105M and leaving 194,076 shares worth $138M. The position accounts for 0.13% of the portfolio, ranked #156.

HighTower Advisors first reported a position in CMI in Q2 2013 and has held it in 53 quarters since. The position peaked at $205M in Q4 2025. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

HighTower Advisors held 194,076 shares of Cummins worth $138M as of Q2 2026.
HighTower Advisors sold 159,180 Cummins shares in Q2 2026, an estimated $105M.
Cummins made up 0.13% of HighTower Advisors's portfolio in Q2 2026, its #156 holding.
HighTower Advisors first reported a position in Cummins in Q2 2013 and has held it in 53 quarters since.
HighTower Advisors's Cummins position peaked at $205M in Q4 2025.
2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.