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Millstone Evans Group’s Cummins CMI Stock Holding History

Millstone Evans Group’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 		$389K Buy
546
+3
+0.6% +$1.98K 0.21% 83
2026
Q1 		$292K Hold
543
– – 0.18% 105
2025
Q4 		$277K Hold
543
– – 0.16% 108
2025
Q3 		$229K Buy
543
+15
+3% +$5.75K 0.15% 111
2025
Q2 		$173K Hold
528
– – 0.12% 139
2025
Q1 		$165K Hold
528
– – 0.11% 139
2024
Q4 		$184K Buy
+528
New +$185K 0.13% 126

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

Millstone Evans Group's CMI Position: Q2 2026 in Review

Millstone Evans Group increased its Cummins (CMI) stake by 0.55% in Q2 2026, buying an estimated $1.98K and bringing the position to 546 shares worth $389K. The position accounts for 0.21% of the portfolio, ranked #83.

Millstone Evans Group first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Millstone Evans Group held 546 shares of Cummins worth $389K as of Q2 2026.
  • Millstone Evans Group bought 3 Cummins shares in Q2 2026, an estimated $1.98K.
  • Cummins made up 0.21% of Millstone Evans Group's portfolio in Q2 2026, its #83 holding.
  • Millstone Evans Group first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.