Marco Investment Management’s Cummins CMI Stock Holding History

Marco Investment 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	$757K	Sell	1,062 -15	-1%	-$9.88K	0.05%	139
2026 Q1	$579K	Hold	1,077	–	–	0.04%	144
2025 Q4	$550K	Hold	1,077	–	–	0.04%	139
2025 Q3	$455K	Hold	1,077	–	–	0.03%	145
2025 Q2	$353K	Buy	1,077 +22	+2%	+$6.81K	0.03%	161
2025 Q1	$331K	Hold	1,055	–	–	0.03%	161
2024 Q4	$368K	Hold	1,055	–	–	0.03%	163
2024 Q3	$342K	Hold	1,055	–	–	0.03%	163
2024 Q2	$292K	Buy	1,055 +100	+10%	+$28.6K	0.03%	167
2024 Q1	$281K	Hold	955	–	–	0.03%	173
2023 Q4	$229K	Hold	955	–	–	0.02%	192
2023 Q3	$218K	Hold	955	–	–	0.03%	182
2023 Q2	$234K	Sell	955 -24	-2%	-$5.43K	0.03%	178
2023 Q1	$234K	Buy	979 +19	+2%	+$4.64K	0.03%	183
2022 Q4	$233K	Buy	+960	New	+$228K	0.03%	178
2022 Q1	–	Sell	-958	Closed	-$209K	–	212
2021 Q4	$209K	Hold	958	–	–	0.02%	212
2021 Q3	$215K	Hold	958	–	–	0.02%	201
2021 Q2	$234K	Hold	958	–	–	0.03%	185
2021 Q1	$248K	Hold	958	–	–	0.03%	175
2020 Q4	$218K	Sell	958 -1	-0.1%	-$225	0.03%	183
2020 Q3	$203K	Buy	+959	New	+$191K	0.03%	170

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

Marco Investment Management's CMI Position: Q2 2026 in Review

Marco Investment Management reduced its Cummins (CMI) stake by 1.4% in Q2 2026, selling an estimated $9.88K and leaving 1,062 shares worth $757K. The position accounts for 0.05% of the portfolio, ranked #139.

Marco Investment Management first reported a position in CMI in Q3 2020 and has held it in 21 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Marco Investment Management held 1,062 shares of Cummins worth $757K as of Q2 2026.
Marco Investment Management sold 15 Cummins shares in Q2 2026, an estimated $9.88K.
Cummins made up 0.05% of Marco Investment Management's portfolio in Q2 2026, its #139 holding.
Marco Investment Management first reported a position in Cummins in Q3 2020 and has held it in 21 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.