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InceptionR’s Cummins CMI Stock Holding History

InceptionR’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 		$1.4M Sell
1,960
-973
-33% -$641K 0.34% 57
2026
Q1 		$1.58M Sell
2,933
-660
-18% -$374K 0.38% 52
2025
Q4 		$1.83M Buy
3,593
+1,870
+109% +$874K 0.51% 9
2025
Q3 		$728K Buy
+1,723
New +$661K 0.18% 209
2025
Q2 		– Sell
-821
Closed -$257K – 683
2025
Q1 		$257K Buy
+821
New +$289K 0.08% 414
2024
Q2 		– Sell
-3,475
Closed -$1.02M – 625
2024
Q1 		$1.02M Buy
3,475
+664
+24% +$171K 0.26% 137
2023
Q4 		$673K Buy
+2,811
New +$639K 0.48% 41

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 $3.37T AUM 44.26% 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

InceptionR's CMI Position: Q2 2026 in Review

InceptionR reduced its Cummins (CMI) stake by 33% in Q2 2026, selling an estimated $641K and leaving 1,960 shares worth $1.4M. The position accounts for 0.34% of the portfolio, ranked #57.

InceptionR first reported a position in CMI in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.83M in Q4 2025. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • InceptionR held 1,960 shares of Cummins worth $1.4M as of Q2 2026.
  • InceptionR sold 973 Cummins shares in Q2 2026, an estimated $641K.
  • Cummins made up 0.34% of InceptionR's portfolio in Q2 2026, its #57 holding.
  • InceptionR first reported a position in Cummins in Q4 2023 and has held it in 7 quarters since.
  • InceptionR's Cummins position peaked at $1.83M in Q4 2025.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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