Lido Advisors
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Lido Advisors’s Cummins CMI Stock Holding History

Lido Advisors’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 		$12.1M Buy
16,967
+1,524
+10% +$1M 0.03% 314
2026
Q1 		$8.31M Sell
15,443
-1,624
-10% -$919K 0.03% 353
2025
Q4 		$7.56M Buy
17,067
+133
+0.8% +$62.2K 0.02% 369
2025
Q3 		$7.15M Buy
16,934
+236
+1% +$90.5K 0.02% 363
2025
Q2 		$5.47M Buy
16,698
+3,335
+25% +$1.03M 0.02% 350
2025
Q1 		$4.19M Sell
13,363
-1,131
-8% -$398K 0.02% 383
2024
Q4 		$5.05M Buy
14,494
+597
+4% +$210K 0.02% 323
2024
Q3 		$4.5M Buy
13,897
+537
+4% +$159K 0.02% 321
2024
Q2 		$3.7M Buy
13,360
+181
+1% +$51.7K 0.02% 329
2024
Q1 		$3.88M Buy
13,179
+427
+3% +$110K 0.02% 315
2023
Q4 		$3.06M Buy
12,752
+448
+4% +$102K 0.02% 330
2023
Q3 		$2.81M Sell
12,304
-1,044
-8% -$252K 0.02% 322
2023
Q2 		$3.27M Buy
13,348
+1,392
+12% +$315K 0.02% 285
2023
Q1 		$2.86M Buy
11,956
+3,500
+41% +$855K 0.03% 279
2022
Q4 		$2.05M Buy
8,456
+816
+11% +$194K 0.03% 292
2022
Q3 		$1.55M Buy
7,640
+75
+1% +$16K 0.02% 293
2022
Q2 		$1.46M Buy
7,565
+300
+4% +$60K 0.02% 271
2022
Q1 		$1.49M Buy
7,265
+170
+2% +$36.8K 0.02% 307
2021
Q4 		$1.55M Buy
7,095
+713
+11% +$162K 0.02% 322
2021
Q3 		$1.43M Buy
6,382
+5,370
+531% +$1.26M 0.02% 325
2021
Q2 		$247K Sell
1,012
-721
-42% -$184K ﹤0.01% 791
2021
Q1 		$449K Sell
1,733
-1,607
-48% -$401K 0.01% 535
2020
Q4 		$758K Buy
3,340
+1,394
+72% +$313K 0.02% 371
2020
Q3 		$411K Buy
+1,946
New +$388K 0.01% 416

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 $3.38T AUM 44.17% 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

Lido Advisors's CMI Position: Q2 2026 in Review

Lido Advisors increased its Cummins (CMI) stake by 9.9% in Q2 2026, buying an estimated $1M and bringing the position to 16,967 shares worth $12.1M. The position accounts for 0.03% of the portfolio, ranked #314.

Lido Advisors first reported a position in CMI in Q3 2020 and has held it in 24 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Lido Advisors held 16,967 shares of Cummins worth $12.1M as of Q2 2026.
  • Lido Advisors bought 1,524 Cummins shares in Q2 2026, an estimated $1M.
  • Cummins made up 0.03% of Lido Advisors's portfolio in Q2 2026, its #314 holding.
  • Lido Advisors first reported a position in Cummins in Q3 2020 and has held it in 24 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.