LECAP Asset Management’s Cummins CMI Stock Holding History

LECAP 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 Q3	$420K	Buy	813 +291	+56%	+$176K	0.2%	188
2026 Q2	$372K	Sell	522 -323	-38%	-$213K	0.16%	211
2026 Q1	$455K	Sell	845 -3,372	-80%	-$1.91M	0.17%	203
2025 Q4	$2.15M	Buy	4,217 +1,857	+79%	+$868K	0.86%	13
2025 Q3	$997K	Buy	+2,360	New	+$905K	0.35%	113
2024 Q2	–	Sell	-7,740	Closed	-$2.28M	–	328
2024 Q1	$2.28M	Sell	7,740 -3,476	-31%	-$896K	0.47%	68
2023 Q4	$2.69M	Buy	+11,216	New	+$2.55M	0.98%	9

Other funds holding CMI

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LECAP Asset Management's CMI Position: Q3 2026 in Review

LECAP Asset Management increased its Cummins (CMI) stake by 56% in Q3 2026, buying an estimated $176K and bringing the position to 813 shares worth $420K. The position accounts for 0.2% of the portfolio, ranked #188.

LECAP Asset Management first reported a position in CMI in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.69M in Q4 2023. 1,580 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

LECAP Asset Management held 813 shares of Cummins worth $420K as of Q3 2026.
LECAP Asset Management bought 291 Cummins shares in Q3 2026, an estimated $176K.
Cummins made up 0.2% of LECAP Asset Management's portfolio in Q3 2026, its #188 holding.
LECAP Asset Management first reported a position in Cummins in Q4 2023 and has held it in 7 quarters since.
LECAP Asset Management's Cummins position peaked at $2.69M in Q4 2023.
1,580 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on LECAP Asset Management's 13F filing for Q3 2026, filed 27 Oct 2026.