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 Q2	$964K	Sell	1,352 -399	-23%	-$263K	0.51%	32
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

R Squared's CMI Position: Q2 2026 in Review

R Squared reduced its Cummins (CMI) stake by 23% in Q2 2026, selling an estimated $263K and leaving 1,352 shares worth $964K. The position accounts for 0.51% of the portfolio, ranked #32.

R Squared first reported a position in CMI in Q1 2025 and has held it in 5 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

R Squared held 1,352 shares of Cummins worth $964K as of Q2 2026.
R Squared sold 399 Cummins shares in Q2 2026, an estimated $263K.
Cummins made up 0.51% of R Squared's portfolio in Q2 2026, its #32 holding.
R Squared first reported a position in Cummins in Q1 2025 and has held it in 5 quarters since.
2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.