Oliver Lagore Vanvalin Investment Group’s Cummins CMI Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$124K	Buy	+397	New	+$123K	0.05%	173
2024 Q4	$138K	Hold	397	–	–	0.04%	144
2024 Q3	$129K	Hold	397	–	–	0.03%	154
2024 Q2	$110K	Hold	397	–	–	0.03%	163
2024 Q1	$117K	Hold	397	–	–	0.03%	165
2023 Q4	$95.1K	Hold	397	–	–	0.04%	156
2023 Q3	$90.7K	Sell	397 -3	-0.8%	-$724	0.04%	174
2023 Q2	$98.1K	Hold	400	–	–	0.04%	176
2023 Q1	$95.6K	Hold	400	–	–	0.04%	129
2022 Q4	$96.9K	Hold	400	–	–	0.05%	123
2022 Q3	$81K	Hold	400	–	–	0.05%	130
2022 Q2	$77K	Hold	400	–	–	0.04%	145
2022 Q1	$82K	Buy	+400	New	+$86.5K	0.05%	147

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Oliver Lagore Vanvalin Investment Group's CMI Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Cummins (CMI) in Q2 2025: 397 shares worth $124K. The stake represents 0.05% of the portfolio and ranks #173 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in CMI as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in CMI in Q1 2022 and has held it in 13 quarters since. The position peaked at $138K in Q4 2024. 1,562 funds tracked by Wall St. Rank hold CMI as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 397 shares of Cummins worth $124K as of Q2 2025.
Cummins was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Cummins made up 0.05% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #173 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Cummins in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Cummins position peaked at $138K in Q4 2024.
1,562 funds tracked by Wall St. Rank held Cummins as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.