OAJ
CMI icon

Ogorek Anthony Joseph’s Cummins CMI Stock Holding History

Ogorek Anthony Joseph’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 		$17K Hold
33
– – ﹤0.01% 308
2025
Q4 		$16K Sell
33
-4
-11% -$1.87K ﹤0.01% 313
2025
Q3 		$15K Buy
37
+1
+3% +$383 ﹤0.01% 331
2025
Q2 		$11K Sell
36
-36
-50% -$11.1K ﹤0.01% 358
2025
Q1 		$22K Buy
+72
New +$25.4K 0.01% 251

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

Ogorek Anthony Joseph's CMI Position: Q1 2026 in Review

Ogorek Anthony Joseph held its Cummins (CMI) position steady in Q1 2026 at 33 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Ogorek Anthony Joseph first reported a position in CMI in Q1 2025 and has held it in 5 quarters since. The position peaked at $22K in Q1 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Ogorek Anthony Joseph held 33 shares of Cummins worth $17K as of Q1 2026.
  • Ogorek Anthony Joseph left its Cummins share count unchanged in Q1 2026.
  • Cummins made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #308 holding.
  • Ogorek Anthony Joseph first reported a position in Cummins in Q1 2025 and has held it in 5 quarters since.
  • Ogorek Anthony Joseph's Cummins position peaked at $22K in Q1 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.