Longbow Finance’s Cummins CMI Stock Holding History

Longbow Finance’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	$9.85M	Buy	+13,808	New	+$9.1M	1.26%	31
2025 Q2	–	Sell	-11,288	Closed	-$3.54M	–	74
2025 Q1	$3.54M	Buy	+11,288	New	+$3.98M	0.42%	65

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 $3.37T AUM 44.26% 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

Longbow Finance's CMI Position: Q2 2026 in Review

Longbow Finance opened a new position in Cummins (CMI) in Q2 2026: 13,808 shares worth $9.85M. The stake represents 1.26% of the portfolio and ranks #31 among its holdings. This is a return to the name: Longbow Finance previously reported a position in CMI as recently as Q1 2025.

Longbow Finance first reported a position in CMI in Q1 2025 and has held it in 2 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Longbow Finance held 13,808 shares of Cummins worth $9.85M as of Q2 2026.
Cummins was a new Longbow Finance position in Q2 2026.
Cummins made up 1.26% of Longbow Finance's portfolio in Q2 2026, its #31 holding.
Longbow Finance first reported a position in Cummins in Q1 2025 and has held it in 2 quarters since.
2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Longbow Finance's 13F filing for Q2 2026, filed 29 Jul 2026.