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Orion Investment Company’s Cummins CMI Stock Holding History

Orion Investment Company’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 		$12.3M Buy
22,940
+155
+0.7% +$87.7K 3.92% 8
2025
Q4 		$11.6M Buy
22,785
+74
+0.3% +$34.6K 3.54% 8
2025
Q3 		$9.59M Buy
22,711
+83
+0.4% +$31.8K 3.05% 8
2025
Q2 		$7.41M Buy
22,628
+468
+2% +$145K 2.62% 12
2025
Q1 		$6.95M Buy
22,160
+248
+1% +$87.4K 2.84% 11
2024
Q4 		$7.64M Buy
21,912
+88
+0.4% +$30.9K 3.05% 11
2024
Q3 		$7.07M Buy
21,824
+120
+0.6% +$35.5K 2.75% 12
2024
Q2 		$6.01M Buy
+21,704
New +$6.2M 2.39% 14

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

Orion Investment Company's CMI Position: Q1 2026 in Review

Orion Investment Company increased its Cummins (CMI) stake by 0.68% in Q1 2026, buying an estimated $87.7K and bringing the position to 22,940 shares worth $12.3M. The position accounts for 3.92% of the portfolio, ranked #8.

Orion Investment Company first reported a position in CMI in Q2 2024 and has held it in 8 quarters since. 1,956 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Orion Investment Company held 22,940 shares of Cummins worth $12.3M as of Q1 2026.
  • Orion Investment Company bought 155 Cummins shares in Q1 2026, an estimated $87.7K.
  • Cummins made up 3.92% of Orion Investment Company's portfolio in Q1 2026, its #8 holding.
  • Orion Investment Company first reported a position in Cummins in Q2 2024 and has held it in 8 quarters since.
  • 1,956 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Orion Investment Company's 13F filing for Q1 2026, filed 12 May 2026.