Kemnay Advisory Services’s Cummins CMI Stock Holding History

Kemnay Advisory 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	$39.2K	Buy	55 +15	+38%	+$9.88K	0.01%	374
2026 Q1	$21.5K	Sell	40 -15	-27%	-$8.49K	﹤0.01%	645
2025 Q4	$28.1K	Buy	+55	New	+$25.7K	﹤0.01%	448
2018 Q1	–	Sell	-7,544	Closed	-$1.33M	–	113
2017 Q4	$1.33M	Buy	+7,544	New	+$1.29M	0.6%	26

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

Kemnay Advisory Services's CMI Position: Q2 2026 in Review

Kemnay Advisory Services increased its Cummins (CMI) stake by 38% in Q2 2026, buying an estimated $9.88K and bringing the position to 55 shares worth $39.2K. The position accounts for 0.01% of the portfolio, ranked #374.

Kemnay Advisory Services first reported a position in CMI in Q4 2017 and has held it in 4 quarters since. The position peaked at $1.33M in Q4 2017. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Kemnay Advisory Services held 55 shares of Cummins worth $39.2K as of Q2 2026.
Kemnay Advisory Services bought 15 Cummins shares in Q2 2026, an estimated $9.88K.
Cummins made up 0.01% of Kemnay Advisory Services's portfolio in Q2 2026, its #374 holding.
Kemnay Advisory Services first reported a position in Cummins in Q4 2017 and has held it in 4 quarters since.
Kemnay Advisory Services's Cummins position peaked at $1.33M in Q4 2017.
2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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