IPS
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Investors Portfolio Services’s Cummins CMI Stock Holding History

Investors Portfolio Services’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 		$2.14K Hold
3
– – ﹤0.01% 253
2026
Q1 		$2.15K Sell
3
-1
-25% -$566 ﹤0.01% 238
2025
Q4 		$1.88K Buy
+4
New +$1.87K ﹤0.01% 224

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

Investors Portfolio Services's CMI Position: Q2 2026 in Review

Investors Portfolio Services held its Cummins (CMI) position steady in Q2 2026 at 3 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Investors Portfolio Services first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.15K in Q1 2026. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Investors Portfolio Services held 3 shares of Cummins worth $2.14K as of Q2 2026.
  • Investors Portfolio Services left its Cummins share count unchanged in Q2 2026.
  • Cummins made up ﹤0.01% of Investors Portfolio Services's portfolio in Q2 2026, its #253 holding.
  • Investors Portfolio Services first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
  • Investors Portfolio Services's Cummins position peaked at $2.15K in Q1 2026.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.