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Principal Securities’s Cummins CMI Stock Holding History

Principal Securities’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 		$4.08M Sell
5,723
-404
-7% -$266K 0.05% 340
2026
Q1 		$3.3M Buy
6,127
+55
+0.9% +$31.1K 0.05% 348
2025
Q4 		$3.1M Buy
6,072
+856
+16% +$400K 0.05% 338
2025
Q3 		$2.2M Sell
5,216
-3
-0.1% -$1.15K 0.04% 426
2025
Q2 		$1.71M Buy
5,219
+2,467
+90% +$764K 0.03% 457
2025
Q1 		$959K Hold
2,752
– – 0.02% 569
2024
Q4 		$959K Buy
2,752
+356
+15% +$125K 0.02% 567
2024
Q3 		$776K Buy
2,396
+301
+14% +$89.2K 0.02% 619
2024
Q2 		$580K Buy
2,095
+292
+16% +$83.4K 0.02% 650
2024
Q1 		$531K Buy
1,803
+388
+27% +$100K 0.02% 638
2023
Q4 		$339K Buy
+1,415
New +$322K 0.01% 754

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

Principal Securities's CMI Position: Q2 2026 in Review

Principal Securities reduced its Cummins (CMI) stake by 6.6% in Q2 2026, selling an estimated $266K and leaving 5,723 shares worth $4.08M. The position accounts for 0.05% of the portfolio, ranked #340.

Principal Securities first reported a position in CMI in Q4 2023 and has held it in 11 quarters since. 2,103 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Principal Securities held 5,723 shares of Cummins worth $4.08M as of Q2 2026.
  • Principal Securities sold 404 Cummins shares in Q2 2026, an estimated $266K.
  • Cummins made up 0.05% of Principal Securities's portfolio in Q2 2026, its #340 holding.
  • Principal Securities first reported a position in Cummins in Q4 2023 and has held it in 11 quarters since.
  • 2,103 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.