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Patrick M. Sweeney & Associates’s Cummins CMI Stock Holding History

Patrick M. Sweeney & Associates’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 		$1.41M Buy
1,976
+1
+0.1% +$659 0.81% 28
2026
Q1 		$1.06M Sell
1,975
-22
-1% -$12.4K 0.68% 38
2025
Q4 		$1.02M Sell
1,997
-44
-2% -$20.6K 0.64% 37
2025
Q3 		$862K Sell
2,041
-20
-1% -$7.67K 0.56% 44
2025
Q2 		$684K Buy
2,061
+102
+5% +$31.6K 0.47% 50
2025
Q1 		$614K Hold
1,959
– – 0.46% 57
2024
Q4 		$683K Sell
1,959
-10
-0.5% -$3.51K 0.51% 50
2024
Q3 		$638K Buy
1,969
+13
+0.7% +$3.85K 0.47% 57
2024
Q2 		$542K Hold
1,956
– – 0.44% 59
2024
Q1 		$576K Buy
1,956
+46
+2% +$11.9K 0.47% 52
2023
Q4 		$458K Buy
+1,910
New +$434K 0.42% 64

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

Patrick M. Sweeney & Associates's CMI Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Cummins (CMI) stake by 0.05% in Q2 2026, buying an estimated $659 and bringing the position to 1,976 shares worth $1.41M. The position accounts for 0.81% of the portfolio, ranked #28.

Patrick M. Sweeney & Associates first reported a position in CMI in Q4 2023 and has held it in 11 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Patrick M. Sweeney & Associates held 1,976 shares of Cummins worth $1.41M as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 1 Cummins share in Q2 2026, an estimated $659.
  • Cummins made up 0.81% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #28 holding.
  • Patrick M. Sweeney & Associates first reported a position in Cummins in Q4 2023 and has held it in 11 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.