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CMI icon

&Partners’s Cummins CMI Stock Holding History

&Partners’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 		$13.6M Buy
19,292
+3,413
+21% +$2.25M 0.06% 308
2026
Q1 		$8.54M Buy
15,879
+330
+2% +$187K 0.04% 371
2025
Q4 		$7.93M Buy
15,549
+7,132
+85% +$3.33M 0.04% 365
2025
Q3 		$3.57M Buy
8,417
+1,397
+20% +$536K 0.02% 533
2025
Q2 		$2.3M Buy
7,020
+1,436
+26% +$445K 0.02% 613
2025
Q1 		$1.75M Buy
5,584
+757
+16% +$267K 0.02% 597
2024
Q4 		$1.72M Buy
4,827
+1,574
+48% +$553K 0.02% 563
2024
Q3 		$1.07M Buy
3,253
+1,761
+118% +$522K 0.02% 553
2024
Q2 		$416K Buy
1,492
+615
+70% +$176K 0.02% 605
2024
Q1 		$258K Buy
+877
New +$226K 0.04% 401
2020
Q2 		– Sell
-1,497
Closed -$203K – 137
2020
Q1 		$203K Hold
1,497
– – 0.32% 97
2019
Q4 		$268K Buy
+1,497
New +$263K 0.32% 108

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

&Partners's CMI Position: Q2 2026 in Review

&Partners increased its Cummins (CMI) stake by 21% in Q2 2026, buying an estimated $2.25M and bringing the position to 19,292 shares worth $13.6M. The position accounts for 0.06% of the portfolio, ranked #308.

&Partners first reported a position in CMI in Q4 2019 and has held it in 12 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • &Partners held 19,292 shares of Cummins worth $13.6M as of Q2 2026.
  • &Partners bought 3,413 Cummins shares in Q2 2026, an estimated $2.25M.
  • Cummins made up 0.06% of &Partners's portfolio in Q2 2026, its #308 holding.
  • &Partners first reported a position in Cummins in Q4 2019 and has held it in 12 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.