Perbak Capital Partners’s Cummins CMI Stock Holding History

Perbak Capital 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	–	Sell	-1,596	Closed	-$859K	–	59
2026 Q1	$859K	Buy	1,596 +865	+118%	+$490K	0.21%	95
2025 Q4	$373K	Sell	731 -2,548	-78%	-$1.19M	0.11%	109
2025 Q3	$1.38M	Buy	+3,279	New	+$1.26M	0.24%	52

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Perbak Capital Partners's CMI Position: Q2 2026 in Review

Perbak Capital Partners sold out of Cummins (CMI) in Q2 2026, closing a stake of 1,596 shares — an estimated $859K sold.

Perbak Capital Partners first reported a position in CMI in Q3 2025 and held it in 3 quarters. The position peaked at $1.38M in Q3 2025. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Perbak Capital Partners reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
Perbak Capital Partners sold 1,596 Cummins shares in Q2 2026, an estimated $859K.
Perbak Capital Partners first reported a position in Cummins in Q3 2025 and held it in 3 quarters.
Perbak Capital Partners's Cummins position peaked at $1.38M in Q3 2025.
2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Perbak Capital Partners's 13F filing for Q2 2026.