Iron Gate Global Advisors’s Cummins CMI Stock Holding History

Iron Gate Global 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
2026 Q2	$391K	Hold	548	–	–	0.04%	66
2026 Q1	$295K	Sell	548 -2	-0.4%	-$1.13K	0.03%	79
2025 Q4	$281K	Buy	550 +2	+0.4%	+$935	0.03%	81
2025 Q3	$232K	Buy	+548	New	+$210K	0.02%	96
2022 Q1	–	Sell	-2,429	Closed	-$553K	–	104
2021 Q4	$553K	Sell	2,429 -35	-1%	-$7.97K	0.13%	57
2021 Q3	$553K	Buy	+2,464	New	+$577K	0.15%	62
2018 Q4	–	Sell	-526	Closed	-$77K	–	102
2018 Q3	$77K	Hold	526	–	–	0.05%	104
2018 Q2	$70K	Buy	+526	New	+$78.7K	0.05%	78

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

Iron Gate Global Advisors's CMI Position: Q2 2026 in Review

Iron Gate Global Advisors held its Cummins (CMI) position steady in Q2 2026 at 548 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #66.

Iron Gate Global Advisors first reported a position in CMI in Q2 2018 and has held it in 8 quarters since. The position peaked at $553K in Q4 2021. 2,103 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Iron Gate Global Advisors held 548 shares of Cummins worth $391K as of Q2 2026.
Iron Gate Global Advisors left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.04% of Iron Gate Global Advisors's portfolio in Q2 2026, its #66 holding.
Iron Gate Global Advisors first reported a position in Cummins in Q2 2018 and has held it in 8 quarters since.
Iron Gate Global Advisors's Cummins position peaked at $553K in Q4 2021.
2,103 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Iron Gate Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.