Legacy Capital Group California’s Cummins CMI Stock Holding History

Legacy Capital Group California’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	$1.41M	Sell	1,975 -41	-2%	-$27K	0.42%	59
2026 Q1	$1.08M	Sell	2,016 -674	-25%	-$381K	0.41%	59
2025 Q4	$1.37M	Sell	2,690 -9	-0.3%	-$4.21K	0.33%	68
2025 Q3	$1.14M	Buy	2,699 +11	+0.4%	+$4.22K	0.29%	86
2025 Q2	$880K	Sell	2,688 -79	-3%	-$24.5K	0.24%	107
2025 Q1	$867K	Sell	2,767 -29	-1%	-$10.2K	0.3%	80
2024 Q4	$975K	Sell	2,796 -19	-0.7%	-$6.67K	0.3%	78
2024 Q3	$911K	Sell	2,815 -174	-6%	-$51.5K	0.3%	87
2024 Q2	$828K	Buy	2,989 +30	+1%	+$8.57K	0.3%	91
2024 Q1	$872K	Sell	2,959 -90	-3%	-$23.2K	0.32%	88
2023 Q4	$730K	Sell	3,049 -5	-0.2%	-$1.14K	0.28%	113
2023 Q3	$698K	Buy	3,054 +5	+0.2%	+$1.21K	0.3%	96
2023 Q2	$747K	Buy	3,049 +83	+3%	+$18.8K	0.31%	92
2023 Q1	$709K	Buy	+2,966	New	+$724K	0.35%	86

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 $3.38T AUM 44.17% 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

Legacy Capital Group California's CMI Position: Q2 2026 in Review

Legacy Capital Group California reduced its Cummins (CMI) stake by 2% in Q2 2026, selling an estimated $27K and leaving 1,975 shares worth $1.41M. The position accounts for 0.42% of the portfolio, ranked #59.

Legacy Capital Group California first reported a position in CMI in Q1 2023 and has held it in 14 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Legacy Capital Group California held 1,975 shares of Cummins worth $1.41M as of Q2 2026.
Legacy Capital Group California sold 41 Cummins shares in Q2 2026, an estimated $27K.
Cummins made up 0.42% of Legacy Capital Group California's portfolio in Q2 2026, its #59 holding.
Legacy Capital Group California first reported a position in Cummins in Q1 2023 and has held it in 14 quarters since.
2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.