May Hill Capital’s Cummins CMI Stock Holding History

May Hill Capital’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	$680K	Buy	954 +24	+3%	+$15.8K	0.14%	106
2026 Q1	$500K	Buy	+930	New	+$526K	0.13%	113

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

May Hill Capital's CMI Position: Q2 2026 in Review

May Hill Capital increased its Cummins (CMI) stake by 2.6% in Q2 2026, buying an estimated $15.8K and bringing the position to 954 shares worth $680K. The position accounts for 0.14% of the portfolio, ranked #106.

May Hill Capital first reported a position in CMI in Q1 2026 and has held it in 2 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

May Hill Capital held 954 shares of Cummins worth $680K as of Q2 2026.
May Hill Capital bought 24 Cummins shares in Q2 2026, an estimated $15.8K.
Cummins made up 0.14% of May Hill Capital's portfolio in Q2 2026, its #106 holding.
May Hill Capital first reported a position in Cummins in Q1 2026 and has held it in 2 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on May Hill Capital's 13F filing for Q2 2026, filed 7 Aug 2026.