Jupiter Asset Management’s Cummins CMI Stock Holding History

Jupiter Asset Management’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	$1.89M	Buy	+2,647	New	+$1.74M	0.01%	421
2025 Q1	–	Sell	-9,473	Closed	-$3.3M	–	445
2024 Q4	$3.3M	Sell	9,473 -123,531	-93%	-$43.4M	0.03%	299
2024 Q3	$43.1M	Sell	133,004 -112,612	-46%	-$33.4M	0.38%	92
2024 Q2	$68M	Buy	+245,616	New	+$70.2M	0.64%	35
2020 Q4	–	Sell	-64,657	Closed	-$13.7M	–	597
2020 Q3	$13.7M	Buy	+64,657	New	+$12.9M	0.14%	168
2016 Q4	–	Sell	-10,260	Closed	-$1.31M	–	210
2016 Q3	$1.31M	Buy	+10,260	New	+$1.25M	0.05%	198

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

Jupiter Asset Management's CMI Position: Q2 2026 in Review

Jupiter Asset Management opened a new position in Cummins (CMI) in Q2 2026: 2,647 shares worth $1.89M. The stake represents 0.01% of the portfolio and ranks #421 among its holdings. This is a return to the name: Jupiter Asset Management previously reported a position in CMI as recently as Q4 2024.

Jupiter Asset Management first reported a position in CMI in Q3 2016 and has held it in 6 quarters since. The position peaked at $68M in Q2 2024. 2,103 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Jupiter Asset Management held 2,647 shares of Cummins worth $1.89M as of Q2 2026.
Cummins was a new Jupiter Asset Management position in Q2 2026.
Cummins made up 0.01% of Jupiter Asset Management's portfolio in Q2 2026, its #421 holding.
Jupiter Asset Management first reported a position in Cummins in Q3 2016 and has held it in 6 quarters since.
Jupiter Asset Management's Cummins position peaked at $68M in Q2 2024.
2,103 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.