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Klingman & Associates’s Cummins CMI Stock Holding History

Klingman & Associates’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 		$830K Buy
1,164
+10
+0.9% +$6.59K 0.04% 161
2026
Q1 		$621K Buy
1,154
+25
+2% +$14.1K 0.03% 174
2025
Q4 		$576K Buy
1,129
+7
+0.6% +$3.27K 0.03% 176
2025
Q3 		$474K Buy
1,122
+17
+2% +$6.52K 0.02% 197
2025
Q2 		$362K Buy
1,105
+1
+0.1% +$310 0.02% 218
2025
Q1 		$346K Buy
+1,104
New +$389K 0.02% 203

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

Klingman & Associates's CMI Position: Q2 2026 in Review

Klingman & Associates increased its Cummins (CMI) stake by 0.87% in Q2 2026, buying an estimated $6.59K and bringing the position to 1,164 shares worth $830K. The position accounts for 0.04% of the portfolio, ranked #161.

Klingman & Associates first reported a position in CMI in Q1 2025 and has held it in 6 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Klingman & Associates held 1,164 shares of Cummins worth $830K as of Q2 2026.
  • Klingman & Associates bought 10 Cummins shares in Q2 2026, an estimated $6.59K.
  • Cummins made up 0.04% of Klingman & Associates's portfolio in Q2 2026, its #161 holding.
  • Klingman & Associates first reported a position in Cummins in Q1 2025 and has held it in 6 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.