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NEOS Investment Management’s Cummins CMI Stock Holding History

NEOS Investment 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
Q1 		$10.6M Buy
19,718
+3,769
+24% +$2.13M 0.05% 230
2025
Q4 		$8.14M Buy
15,949
+2,474
+18% +$1.16M 0.05% 258
2025
Q3 		$5.69M Buy
13,475
+4,476
+50% +$1.72M 0.04% 286
2025
Q2 		$2.95M Buy
8,999
+1,783
+25% +$552K 0.04% 312
2025
Q1 		$2.26M Buy
7,216
+1,253
+21% +$441K 0.04% 312
2024
Q4 		$2.08M Buy
5,963
+1,239
+26% +$435K 0.05% 292
2024
Q3 		$1.53M Buy
4,724
+812
+21% +$241K 0.05% 308
2024
Q2 		$1.08M Buy
3,912
+996
+34% +$285K 0.04% 313
2024
Q1 		$859K Buy
2,916
+907
+45% +$234K 0.05% 293
2023
Q4 		$481K Buy
2,009
+516
+35% +$117K 0.05% 289
2023
Q3 		$341K Buy
+1,493
New +$361K 0.04% 257

Other funds holding CMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NEOS Investment Management's CMI Position: Q1 2026 in Review

NEOS Investment Management increased its Cummins (CMI) stake by 24% in Q1 2026, buying an estimated $2.13M and bringing the position to 19,718 shares worth $10.6M. The position accounts for 0.05% of the portfolio, ranked #230.

NEOS Investment Management first reported a position in CMI in Q3 2023 and has held it in 11 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • NEOS Investment Management held 19,718 shares of Cummins worth $10.6M as of Q1 2026.
  • NEOS Investment Management bought 3,769 Cummins shares in Q1 2026, an estimated $2.13M.
  • Cummins made up 0.05% of NEOS Investment Management's portfolio in Q1 2026, its #230 holding.
  • NEOS Investment Management first reported a position in Cummins in Q3 2023 and has held it in 11 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.