Lynch Asset Management’s Cummins CMI Stock Holding History

Lynch 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 Q1	$9.98M	Hold	18,550	–	–	3.35%	5
2025 Q4	$9.47M	Buy	18,550 +100	+0.5%	+$46.7K	2.98%	9
2025 Q3	$7.79M	Hold	18,450	–	–	2.49%	10
2025 Q2	$6.04M	Buy	18,450 +700	+4%	+$217K	2.13%	12
2025 Q1	$5.56M	Buy	17,750 +200	+1%	+$70.5K	2.5%	12
2024 Q4	$6.12M	Hold	17,550	–	–	2.48%	11
2024 Q3	$5.68M	Hold	17,550	–	–	2.39%	12
2024 Q2	$4.86M	Sell	17,550 -500	-3%	-$143K	2.07%	15
2024 Q1	$5.32M	Hold	18,050	–	–	2.5%	12
2023 Q4	$4.32M	Hold	18,050	–	–	2.48%	13
2023 Q3	$4.12M	Hold	18,050	–	–	2.71%	13
2023 Q2	$4.43M	Hold	18,050	–	–	2.85%	11
2023 Q1	$4.31M	Hold	18,050	–	–	3.09%	10
2022 Q4	$4.37M	Hold	18,050	–	–	3.77%	8
2022 Q3	$3.67M	Hold	18,050	–	–	3.3%	11
2022 Q2	$3.49M	Buy	18,050 +500	+3%	+$100K	2.86%	13
2022 Q1	$3.6M	Hold	17,550	–	–	2.57%	14
2021 Q4	$3.83M	Buy	+17,550	New	+$4M	2.66%	15

Other funds holding CMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lynch Asset Management's CMI Position: Q1 2026 in Review

Lynch Asset Management held its Cummins (CMI) position steady in Q1 2026 at 18,550 shares worth $9.98M. The position accounts for 3.35% of the portfolio, ranked #5.

Lynch Asset Management first reported a position in CMI in Q4 2021 and has held it in 18 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Lynch Asset Management held 18,550 shares of Cummins worth $9.98M as of Q1 2026.
Lynch Asset Management left its Cummins share count unchanged in Q1 2026.
Cummins made up 3.35% of Lynch Asset Management's portfolio in Q1 2026, its #5 holding.
Lynch Asset Management first reported a position in Cummins in Q4 2021 and has held it in 18 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Lynch Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.