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 Q2	$13.6M	Buy	19,050 +500	+3%	+$329K	3.72%	5
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 $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

Lynch Asset Management's CMI Position: Q2 2026 in Review

Lynch Asset Management increased its Cummins (CMI) stake by 2.7% in Q2 2026, buying an estimated $329K and bringing the position to 19,050 shares worth $13.6M. The position accounts for 3.72% of the portfolio, ranked #5.

Lynch Asset Management first reported a position in CMI in Q4 2021 and has held it in 19 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Lynch Asset Management held 19,050 shares of Cummins worth $13.6M as of Q2 2026.
Lynch Asset Management bought 500 Cummins shares in Q2 2026, an estimated $329K.
Cummins made up 3.72% of Lynch Asset Management's portfolio in Q2 2026, its #5 holding.
Lynch Asset Management first reported a position in Cummins in Q4 2021 and has held it in 19 quarters since.
2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Lynch Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.