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McAdam LLC’s Cummins CMI Stock Holding History

McAdam LLC’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 		$424K Buy
595
+191
+47% +$126K 0.02% 306
2026
Q1 		$217K Sell
404
-25
-6% -$14.1K 0.01% 398
2025
Q4 		$219K Buy
+429
New +$201K 0.01% 387
2018
Q4 		– Sell
-18
Closed -$3K – 149
2018
Q3 		$3K Hold
18
– – ﹤0.01% 464
2018
Q2 		$2K Hold
18
– – ﹤0.01% 482
2018
Q1 		$3K Buy
+18
New +$3.09K ﹤0.01% 460

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

McAdam LLC's CMI Position: Q2 2026 in Review

McAdam LLC increased its Cummins (CMI) stake by 47% in Q2 2026, buying an estimated $126K and bringing the position to 595 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #306.

McAdam LLC first reported a position in CMI in Q1 2018 and has held it in 6 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • McAdam LLC held 595 shares of Cummins worth $424K as of Q2 2026.
  • McAdam LLC bought 191 Cummins shares in Q2 2026, an estimated $126K.
  • Cummins made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #306 holding.
  • McAdam LLC first reported a position in Cummins in Q1 2018 and has held it in 6 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.