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KCM Investment Advisors’s Cummins CMI Stock Holding History

KCM Investment 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 		$1.24M Sell
1,732
-142
-8% -$93.6K 0.04% 205
2026
Q1 		$1.01M Buy
1,874
+5
+0.3% +$2.83K 0.03% 212
2025
Q4 		$954K Buy
1,869
+13
+0.7% +$6.08K 0.03% 222
2025
Q3 		$784K Sell
1,856
-147
-7% -$56.4K 0.03% 231
2025
Q2 		$656K Buy
2,003
+47
+2% +$14.6K 0.02% 246
2025
Q1 		$613K Sell
1,956
-194
-9% -$68.3K 0.02% 244
2024
Q4 		$749K Buy
2,150
+23
+1% +$8.08K 0.03% 229
2024
Q3 		$689K Hold
2,127
– – 0.02% 242
2024
Q2 		$589K Sell
2,127
-200
-9% -$57.2K 0.02% 248
2024
Q1 		$686K Buy
2,327
+238
+11% +$61.3K 0.03% 238
2023
Q4 		$500K Sell
2,089
-40
-2% -$9.09K 0.02% 254
2023
Q3 		$486K Hold
2,129
– – 0.02% 251
2023
Q2 		$522K Sell
2,129
-61
-3% -$13.8K 0.02% 256
2023
Q1 		$523K Buy
2,190
+15
+0.7% +$3.66K 0.02% 264
2022
Q4 		$527K Sell
2,175
-35
-2% -$8.32K 0.02% 261
2022
Q3 		$450K Buy
2,210
+203
+10% +$43.2K 0.02% 263
2022
Q2 		$388K Sell
2,007
-513
-20% -$103K 0.02% 287
2022
Q1 		$517K Sell
2,520
-14
-0.6% -$3.03K 0.02% 277
2021
Q4 		$553K Sell
2,534
-7
-0.3% -$1.59K 0.02% 279
2021
Q3 		$571K Buy
2,541
+411
+19% +$96.3K 0.02% 259
2021
Q2 		$519K Buy
2,130
+423
+25% +$108K 0.02% 261
2021
Q1 		$442K Buy
1,707
+647
+61% +$162K 0.02% 262
2020
Q4 		$241K Buy
+1,060
New +$238K 0.01% 315
2015
Q2 		– Sell
-1,929
Closed -$267K – 542
2015
Q1 		$267K Buy
+1,929
New +$272K 0.02% 450

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

KCM Investment Advisors's CMI Position: Q2 2026 in Review

KCM Investment Advisors reduced its Cummins (CMI) stake by 7.6% in Q2 2026, selling an estimated $93.6K and leaving 1,732 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #205.

KCM Investment Advisors first reported a position in CMI in Q1 2015 and has held it in 24 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • KCM Investment Advisors held 1,732 shares of Cummins worth $1.24M as of Q2 2026.
  • KCM Investment Advisors sold 142 Cummins shares in Q2 2026, an estimated $93.6K.
  • Cummins made up 0.04% of KCM Investment Advisors's portfolio in Q2 2026, its #205 holding.
  • KCM Investment Advisors first reported a position in Cummins in Q1 2015 and has held it in 24 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.