McDonald Partners’s Cummins CMI Stock Holding History

McDonald Partners’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	$2.8M	Buy	3,924 +297	+8%	+$196K	0.68%	41
2026 Q1	$1.95M	Sell	3,627 -642	-15%	-$363K	0.46%	60
2025 Q4	$2.18M	Buy	4,269 +512	+14%	+$239K	0.69%	44
2025 Q3	$1.59M	Sell	3,757 -363	-9%	-$139K	0.47%	56
2025 Q2	$1.35M	Buy	4,120 +2,295	+126%	+$710K	0.32%	90
2025 Q1	$572K	Buy	1,825 +55	+3%	+$19.4K	0.15%	154
2024 Q4	$617K	Buy	+1,770	New	+$622K	0.16%	150

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

McDonald Partners's CMI Position: Q2 2026 in Review

McDonald Partners increased its Cummins (CMI) stake by 8.2% in Q2 2026, buying an estimated $196K and bringing the position to 3,924 shares worth $2.8M. The position accounts for 0.68% of the portfolio, ranked #41.

McDonald Partners first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

McDonald Partners held 3,924 shares of Cummins worth $2.8M as of Q2 2026.
McDonald Partners bought 297 Cummins shares in Q2 2026, an estimated $196K.
Cummins made up 0.68% of McDonald Partners's portfolio in Q2 2026, its #41 holding.
McDonald Partners first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.