Partners Capital Investment Group
CMI icon

Partners Capital Investment Group’s Cummins CMI Stock Holding History

Partners Capital 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
2026
Q2 		$1.11M Buy
1,550
+346
+29% +$228K 0.04% 112
2026
Q1 		$648K Hold
1,204
– – 0.02% 124
2025
Q4 		$615K Sell
1,204
-125
-9% -$58.4K 0.02% 119
2025
Q3 		$561K Hold
1,329
– – 0.02% 123
2025
Q2 		$435K Buy
1,329
+120
+10% +$37.1K 0.02% 132
2025
Q1 		$379K Buy
+1,209
New +$426K 0.01% 157

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 $3.38T AUM 44.17% 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

Partners Capital Investment Group's CMI Position: Q2 2026 in Review

Partners Capital Investment Group increased its Cummins (CMI) stake by 29% in Q2 2026, buying an estimated $228K and bringing the position to 1,550 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #112.

Partners Capital Investment Group first reported a position in CMI in Q1 2025 and has held it in 6 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Partners Capital Investment Group held 1,550 shares of Cummins worth $1.11M as of Q2 2026.
  • Partners Capital Investment Group bought 346 Cummins shares in Q2 2026, an estimated $228K.
  • Cummins made up 0.04% of Partners Capital Investment Group's portfolio in Q2 2026, its #112 holding.
  • Partners Capital Investment Group first reported a position in Cummins in Q1 2025 and has held it in 6 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.