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Putney Financial Group’s Cummins CMI Stock Holding History

Putney Financial Group’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 		$240K Buy
+336
New +$221K 0.22% 66
2025
Q3 		– Sell
-236
Closed -$77.3K – 119
2025
Q2 		$77.3K Hold
236
– – 0.08% 107
2025
Q1 		$74K Hold
236
– – 0.08% 103
2024
Q4 		$82.3K Buy
+236
New +$82.9K 0.07% 112

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

Putney Financial Group's CMI Position: Q2 2026 in Review

Putney Financial Group opened a new position in Cummins (CMI) in Q2 2026: 336 shares worth $240K. The stake represents 0.22% of the portfolio and ranks #66 among its holdings. This is a return to the name: Putney Financial Group previously reported a position in CMI as recently as Q2 2025.

Putney Financial Group first reported a position in CMI in Q4 2024 and has held it in 4 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Putney Financial Group held 336 shares of Cummins worth $240K as of Q2 2026.
  • Cummins was a new Putney Financial Group position in Q2 2026.
  • Cummins made up 0.22% of Putney Financial Group's portfolio in Q2 2026, its #66 holding.
  • Putney Financial Group first reported a position in Cummins in Q4 2024 and has held it in 4 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.