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Plato Investment Management’s Cummins CMI Stock Holding History

Plato Investment Management’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 		$3.69M Buy
5,203
+16
+0.3% +$10.5K 0.21% 106
2026
Q1 		$2.79M Buy
5,187
+116
+2% +$65.6K 0.19% 122
2025
Q4 		$2.6M Sell
5,071
-964
-16% -$451K 0.17% 127
2025
Q3 		$2.53M Hold
6,035
– – 0.17% 122
2025
Q2 		$1.97M Buy
6,035
+4
+0.1% +$1.24K 0.15% 157
2025
Q1 		$1.91M Buy
6,031
+39
+0.7% +$13.7K 0.16% 151
2024
Q4 		$2.1M Hold
5,992
– – 0.15% 145
2024
Q3 		$1.94M Hold
5,992
– – 0.16% 153
2024
Q2 		$1.66M Buy
5,992
+5,829
+3,576% +$1.67M 0.15% 146
2024
Q1 		$48K Hold
163
– – 0.01% 384
2023
Q4 		$39K Buy
+163
New +$37.1K 0.05% 255

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

Plato Investment Management's CMI Position: Q2 2026 in Review

Plato Investment Management increased its Cummins (CMI) stake by 0.31% in Q2 2026, buying an estimated $10.5K and bringing the position to 5,203 shares worth $3.69M. The position accounts for 0.21% of the portfolio, ranked #106.

Plato Investment Management first reported a position in CMI in Q4 2023 and has held it in 11 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Plato Investment Management held 5,203 shares of Cummins worth $3.69M as of Q2 2026.
  • Plato Investment Management bought 16 Cummins shares in Q2 2026, an estimated $10.5K.
  • Cummins made up 0.21% of Plato Investment Management's portfolio in Q2 2026, its #106 holding.
  • Plato Investment Management first reported a position in Cummins in Q4 2023 and has held it in 11 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.