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MJP Associates’s Cummins CMI Stock Holding History

MJP Associates’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 		$579K Sell
812
-27
-3% -$17.8K 0.06% 107
2026
Q1 		$451K Sell
839
-651
-44% -$368K 0.05% 118
2025
Q4 		$761K Buy
1,490
+24
+2% +$11.2K 0.1% 84
2025
Q3 		$619K Sell
1,466
-234
-14% -$89.7K 0.08% 104
2025
Q2 		$557K Buy
1,700
+34
+2% +$10.5K 0.08% 114
2025
Q1 		$522K Buy
1,666
+225
+16% +$79.3K 0.09% 104
2024
Q4 		$502K Buy
1,441
+821
+132% +$288K 0.09% 107
2024
Q3 		$201K Buy
+620
New +$184K 0.04% 205
2024
Q2 		– Sell
-686
Closed -$202K – 239
2024
Q1 		$202K Buy
+686
New +$177K 0.04% 220
2023
Q3 		– Sell
-2,468
Closed -$605K – 172
2023
Q2 		$605K Sell
2,468
-151
-6% -$34.2K 0.2% 55
2023
Q1 		$626K Buy
2,619
+419
+19% +$102K 0.19% 53
2022
Q4 		$533K Buy
2,200
+292
+15% +$69.5K 0.16% 73
2022
Q3 		$388K Buy
1,908
+157
+9% +$33.4K 0.12% 80
2022
Q2 		$339K Buy
1,751
+504
+40% +$101K 0.1% 87
2022
Q1 		$256K Buy
1,247
+192
+18% +$41.5K 0.06% 124
2021
Q4 		$232K Buy
1,055
+79
+8% +$18K 0.07% 139
2021
Q3 		$219K Sell
976
-14
-1% -$3.28K 0.07% 126
2021
Q2 		$241K Sell
990
-45
-4% -$11.5K 0.08% 116
2021
Q1 		$268K Buy
+1,035
New +$259K 0.11% 97

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

MJP Associates's CMI Position: Q2 2026 in Review

MJP Associates reduced its Cummins (CMI) stake by 3.2% in Q2 2026, selling an estimated $17.8K and leaving 812 shares worth $579K. The position accounts for 0.06% of the portfolio, ranked #107.

MJP Associates first reported a position in CMI in Q1 2021 and has held it in 19 quarters since. The position peaked at $761K in Q4 2025. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • MJP Associates held 812 shares of Cummins worth $579K as of Q2 2026.
  • MJP Associates sold 27 Cummins shares in Q2 2026, an estimated $17.8K.
  • Cummins made up 0.06% of MJP Associates's portfolio in Q2 2026, its #107 holding.
  • MJP Associates first reported a position in Cummins in Q1 2021 and has held it in 19 quarters since.
  • MJP Associates's Cummins position peaked at $761K in Q4 2025.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.