Marshall Wace’s Cummins CMI Stock Holding History

Marshall Wace’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	–	Sell	-100	Closed	-$51K	–	3257
2025 Q4	$51K	Buy	+100	New	+$46.7K	﹤0.01%	2777

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

Marshall Wace's CMI Position: Q2 2026 in Review

Marshall Wace reduced its Cummins (CMI) stake by 24% in Q2 2026, selling an estimated $17.1M and leaving 80,500 shares worth $57.4M. The position accounts for 0.05% of the portfolio, ranked #328.

Marshall Wace first reported a position in CMI in Q1 2014 and has held it in 33 quarters since. 2,103 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Marshall Wace held 80,500 shares of Cummins worth $57.4M as of Q2 2026.
Marshall Wace sold 25,952 Cummins shares in Q2 2026, an estimated $17.1M.
Cummins made up 0.05% of Marshall Wace's portfolio in Q2 2026, its #328 holding.
Marshall Wace first reported a position in Cummins in Q1 2014 and has held it in 33 quarters since.
2,103 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.