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Leavell Investment Management’s Cummins CMI Stock Holding History

Leavell Investment 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 		$562K Sell
788
-10
-1% -$6.59K 0.02% 416
2026
Q1 		$429K Buy
798
+80
+11% +$45.3K 0.02% 450
2025
Q4 		$367K Hold
718
– – 0.02% 467
2025
Q3 		$303K Buy
718
+101
+16% +$38.7K 0.01% 496
2025
Q2 		$202K Buy
+617
New +$191K 0.01% 567
2025
Q1 		– Sell
-644
Closed -$225K – 556
2024
Q4 		$225K Sell
644
-41
-6% -$14.4K 0.01% 506
2024
Q3 		$222K Buy
+685
New +$203K 0.01% 505
2024
Q2 		– Sell
-684
Closed -$202K – 507
2024
Q1 		$202K Buy
+684
New +$176K 0.01% 470
2023
Q1 		– Sell
-1,133
Closed -$275K – 449
2022
Q4 		$275K Sell
1,133
-240
-17% -$57.1K 0.02% 384
2022
Q3 		$279K Hold
1,373
– – 0.02% 378
2022
Q2 		$266K Hold
1,373
– – 0.02% 383
2022
Q1 		$282K Buy
1,373
+100
+8% +$21.6K 0.02% 375
2021
Q4 		$278K Sell
1,273
-40
-3% -$9.11K 0.02% 388
2021
Q3 		$295K Buy
1,313
+289
+28% +$67.7K 0.02% 352
2021
Q2 		$265K Hold
1,024
– – 0.02% 349
2021
Q1 		$265K Hold
1,024
– – 0.02% 349
2020
Q4 		$233K Hold
1,024
– – 0.02% 350
2020
Q3 		$216K Buy
+1,024
New +$204K 0.02% 352

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

Leavell Investment Management's CMI Position: Q2 2026 in Review

Leavell Investment Management reduced its Cummins (CMI) stake by 1.3% in Q2 2026, selling an estimated $6.59K and leaving 788 shares worth $562K. The position accounts for 0.02% of the portfolio, ranked #416.

Leavell Investment Management first reported a position in CMI in Q3 2020 and has held it in 18 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Leavell Investment Management held 788 shares of Cummins worth $562K as of Q2 2026.
  • Leavell Investment Management sold 10 Cummins shares in Q2 2026, an estimated $6.59K.
  • Cummins made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #416 holding.
  • Leavell Investment Management first reported a position in Cummins in Q3 2020 and has held it in 18 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.