R Squared’s Cummins CMI Stock Holding History

R Squared’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	$942K	Buy	1,751 +911	+108%	+$516K	0.52%	30
2025 Q4	$429K	Buy	+840	New	+$393K	0.2%	148
2025 Q3	–	Sell	-1,120	Closed	-$367K	–	582
2025 Q2	$367K	Sell	1,120 -260	-19%	-$80.5K	0.2%	163
2025 Q1	$433K	Buy	+1,380	New	+$486K	0.46%	64

Other funds holding CMI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

R Squared's CMI Position: Q1 2026 in Review

R Squared increased its Cummins (CMI) stake by 108% in Q1 2026, buying an estimated $516K and bringing the position to 1,751 shares worth $942K. The position accounts for 0.52% of the portfolio, ranked #30.

R Squared first reported a position in CMI in Q1 2025 and has held it in 4 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

R Squared held 1,751 shares of Cummins worth $942K as of Q1 2026.
R Squared bought 911 Cummins shares in Q1 2026, an estimated $516K.
Cummins made up 0.52% of R Squared's portfolio in Q1 2026, its #30 holding.
R Squared first reported a position in Cummins in Q1 2025 and has held it in 4 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.