MV Capital Management’s Cummins CMI Stock Holding History

MV Capital Management’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	$105K	Buy	147 +1	+0.7%	+$659	0.01%	248
2026 Q1	$78.6K	Hold	146	–	–	0.01%	270
2025 Q4	$74.5K	Buy	146 +1	+0.7%	+$467	0.01%	271
2025 Q3	$61.2K	Hold	145	–	–	0.01%	285
2025 Q2	$47.5K	Buy	145 +3	+2%	+$929	﹤0.01%	309
2025 Q1	$44.5K	Sell	142 -1	-0.7%	-$352	﹤0.01%	319
2024 Q4	$49.9K	Hold	143	–	–	0.01%	293
2024 Q3	$46.3K	Buy	143 +3	+2%	+$889	﹤0.01%	312
2024 Q2	$38.8K	Buy	140 +4	+3%	+$1.14K	﹤0.01%	319
2024 Q1	$40.1K	Buy	136 +3	+2%	+$773	﹤0.01%	319
2023 Q4	$31.9K	Buy	133 +2	+2%	+$455	﹤0.01%	354
2023 Q3	$29.9K	Buy	131 +5	+4%	+$1.21K	﹤0.01%	343
2023 Q2	$30.9K	Buy	126 +31	+33%	+$7.02K	﹤0.01%	349
2023 Q1	$22.7K	Buy	95 +4	+4%	+$977	﹤0.01%	384
2022 Q4	$22K	Sell	91 -4	-4%	-$951	﹤0.01%	329
2022 Q3	$19K	Buy	95 +21	+28%	+$4.47K	﹤0.01%	337
2022 Q2	$14K	Buy	74 +24	+48%	+$4.8K	﹤0.01%	365
2022 Q1	$10K	Buy	50 +24	+92%	+$5.19K	﹤0.01%	460
2021 Q4	$6K	Sell	26 -14	-35%	-$3.19K	﹤0.01%	567
2021 Q3	$9K	Buy	40 +11	+38%	+$2.58K	﹤0.01%	446
2021 Q2	$7K	Buy	29 +26	+867%	+$6.65K	﹤0.01%	427
2021 Q1	$1K	Buy	+3	New	+$749	﹤0.01%	344
2020 Q2	–	Sell	-15	Closed	-$2K	–	290
2020 Q1	$2K	Buy	15 +3	+25%	+$468	﹤0.01%	286
2019 Q4	$2K	Hold	12	–	–	﹤0.01%	321
2019 Q3	$2K	Buy	+12	New	+$1.92K	﹤0.01%	337
2015 Q2	–	Sell	-6	Closed	-$1K	–	418
2015 Q1	$1K	Buy	+6	New	+$846	﹤0.01%	403

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

MV Capital Management's CMI Position: Q2 2026 in Review

MV Capital Management increased its Cummins (CMI) stake by 0.68% in Q2 2026, buying an estimated $659 and bringing the position to 147 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #248.

MV Capital Management first reported a position in CMI in Q1 2015 and has held it in 26 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

MV Capital Management held 147 shares of Cummins worth $105K as of Q2 2026.
MV Capital Management bought 1 Cummins share in Q2 2026, an estimated $659.
Cummins made up 0.01% of MV Capital Management's portfolio in Q2 2026, its #248 holding.
MV Capital Management first reported a position in Cummins in Q1 2015 and has held it in 26 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.