PS
CMI icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principal Securities's CMI Position: Q1 2026 in Review

Principal Securities increased its Cummins (CMI) stake by 0.91% in Q1 2026, buying an estimated $31.1K and bringing the position to 6,127 shares worth $3.3M. The position accounts for 0.05% of the portfolio, ranked #348.

Principal Securities first reported a position in CMI in Q4 2023 and has held it in 10 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Principal Securities held 6,127 shares of Cummins worth $3.3M as of Q1 2026.
  • Principal Securities bought 55 Cummins shares in Q1 2026, an estimated $31.1K.
  • Cummins made up 0.05% of Principal Securities's portfolio in Q1 2026, its #348 holding.
  • Principal Securities first reported a position in Cummins in Q4 2023 and has held it in 10 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.