LCM
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Logan Capital Management’s Cummins CMI Stock Holding History

Logan Capital 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 		– Sell
-15,572
Closed -$8.38M – 487
2026
Q1 		$8.38M Buy
+15,572
New +$8.81M 0.36% 76

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

Logan Capital Management's CMI Position: Q2 2026 in Review

Logan Capital Management opened a new position in Cummins (CMI) in Q2 2026: 15,045 shares worth $10.7M. The stake represents 0.4% of the portfolio and ranks #63 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in CMI as recently as Q4 2025.

Logan Capital Management first reported a position in CMI in Q2 2013 and has held it in 52 quarters since. The position peaked at $29.1M in Q2 2014. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Logan Capital Management held 15,045 shares of Cummins worth $10.7M as of Q2 2026.
  • Cummins was a new Logan Capital Management position in Q2 2026.
  • Cummins made up 0.4% of Logan Capital Management's portfolio in Q2 2026, its #63 holding.
  • Logan Capital Management first reported a position in Cummins in Q2 2013 and has held it in 52 quarters since.
  • Logan Capital Management's Cummins position peaked at $29.1M in Q2 2014.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.