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Neumann Capital Management’s Cummins CMI Stock Holding History

Neumann 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 		$663K Hold
930
– – 0.44% 37
2026
Q1 		$500K Hold
930
– – 0.15% 82
2025
Q4 		$475K Sell
930
-20
-2% -$9.35K 0.14% 79
2025
Q3 		$401K Hold
950
– – 0.12% 86
2025
Q2 		$311K Sell
950
-100
-10% -$31K 0.1% 90
2025
Q1 		$329K Hold
1,050
– – 0.11% 90
2024
Q4 		$366K Hold
1,050
– – 0.12% 89
2024
Q3 		$340K Buy
1,050
+50
+5% +$14.8K 0.11% 90
2024
Q2 		$277K Buy
1,000
+150
+18% +$42.9K 0.1% 90
2024
Q1 		$250K Buy
+850
New +$219K 0.09% 92

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

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

Neumann Capital Management held its Cummins (CMI) position steady in Q2 2026 at 930 shares worth $663K. The position accounts for 0.44% of the portfolio, ranked #37.

Neumann Capital Management first reported a position in CMI in Q1 2024 and has held it in 10 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Neumann Capital Management held 930 shares of Cummins worth $663K as of Q2 2026.
  • Neumann Capital Management left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.44% of Neumann Capital Management's portfolio in Q2 2026, its #37 holding.
  • Neumann Capital Management first reported a position in Cummins in Q1 2024 and has held it in 10 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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